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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 | $12,100 | $106,551-88.6% | $91,225-86.7% | $134,532-91.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -38.86% | 160.78%-199.6pp | 114.12%-153.0pp | 418.27%-457.1pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,172 | $4,718+200.4% | $4,233+234.8% | $6,401+121.4% |
| Admin fee / account holder | $867 | $6,234-86.1% | $5,422-84.0% | $11,429-92.4% |