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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 | $0 | $67,396-100.0% | $60,919-100.0% | $134,545-100.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -90.23% | 50.12%-140.3pp | 16.96%-107.2pp | 418.37%-508.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,723 | $4,534-40.0% | $3,814-28.6% | $6,401-57.5% |
| Admin fee / account holder | $15,028 | $4,590+227.4% | $3,228+365.6% | $11,431+31.5% |