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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 | $29,003 | $76,522-62.1% | $56,033-48.2% | $145,884-80.1% |
| Participation rate | 93.8% | 63.2%+30.5pp | 52.5%+41.3pp | 80.3%+13.4pp |
| Annual return | -1.96% | 3014.28%-3016.2pp | 1711.38%-1713.3pp | 551.85%-553.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,201 | $2,624+288.8% | $1,954+422.1% | $6,690+52.5% |
| Admin fee / account holder | $9,855 | $3,328+196.1% | $2,827+248.6% | $13,392-26.4% |