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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 | $24,924 | $88,815-71.9% | $81,882-69.6% | $145,897-82.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -34.72% | 1033.75%-1068.5pp | 779.47%-814.2pp | 552.29%-587.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,780 | $4,647+261.1% | $4,323+288.1% | $6,689+150.8% |
| Admin fee / account holder | $5,833 | $8,434-30.8% | $7,360-20.7% | $13,390-56.4% |