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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,321 | $95,979-71.5% | $74,551-63.4% | $135,380-79.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.35% | 56.97%-66.3pp | 32.53%-41.9pp | 519.81%-529.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,354 | $3,844+13.3% | $3,108+40.1% | $5,609-22.4% |
| Admin fee / account holder | $1,024 | $6,522-84.3% | $5,059-79.8% | $10,828-90.5% |