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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 | $82,903 | $108,695-23.7% | $74,722+10.9% | $152,897-45.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | -4.19% | 114.11%-118.3pp | 753.11%-757.3pp | 345.43%-349.6pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $600 | $2,712-77.9% | $1,963-69.4% | $5,851-89.7% |
| Admin fee / account holder | $374,363 | $4,906+7530.4% | $3,335+11126.4% | $11,599+3127.4% |