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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 | $26,094 | $97,729-73.3% | $83,830-68.9% | $135,379-80.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -17.12% | 1287.52%-1304.6pp | 850.97%-868.1pp | 519.79%-536.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,476 | $4,683+209.1% | $4,082+254.6% | $5,609+158.1% |
| Admin fee / account holder | $977 | $6,674-85.4% | $5,479-82.2% | $10,828-91.0% |