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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 | $8,261 | $76,522-89.2% | $56,033-85.3% | $145,884-94.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -13.96% | 3014.28%-3028.2pp | 1711.38%-1725.3pp | 551.85%-565.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,646 | $2,624+153.3% | $1,954+240.1% | $6,690-0.7% |
| Admin fee / account holder | $1,046 | $3,328-68.6% | $2,827-63.0% | $13,392-92.2% |