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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 | $21,924 | $90,607-75.8% | $79,467-72.4% | $135,380-83.8% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -115.81% | 977.74%-1093.6pp | 718.30%-834.1pp | 519.81%-635.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $17,969 | $4,050+343.6% | $3,704+385.1% | $5,609+220.4% |
| Admin fee / account holder | $12,925 | $5,895+119.2% | $5,104+153.2% | $10,828+19.4% |