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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 | $9,220 | $72,426-87.3% | $67,560-86.4% | $145,897-93.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -33.25% | 7226.78%-7260.0pp | 3533.50%-3566.7pp | 552.29%-585.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,670 | $4,785+81.2% | $4,004+116.5% | $6,689+29.6% |
| Admin fee / account holder | $548 | $5,514-90.1% | $3,994-86.3% | $13,390-95.9% |