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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 | $30,013 | $90,606-66.9% | $79,466-62.2% | $135,379-77.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.94% | 977.69%-991.6pp | 718.28%-732.2pp | 519.79%-533.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,997 | $4,050+245.6% | $3,704+277.9% | $5,609+149.6% |
| Admin fee / account holder | $2,748 | $5,895-53.4% | $5,104-46.2% | $10,828-74.6% |