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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 | $12,635 | $92,684-86.4% | $82,706-84.7% | $134,509-90.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.56% | 945.84%-968.4pp | 701.76%-724.3pp | 418.13%-440.7pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,696 | $4,800-43.8% | $4,394-38.6% | $6,400-57.9% |
| Admin fee / account holder | $525 | $5,982-91.2% | $5,329-90.1% | $11,427-95.4% |