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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 | $17,179 | $88,585-80.6% | $69,884-75.4% | $134,532-87.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -21.56% | 442.80%-464.4pp | 190.81%-212.4pp | 418.27%-439.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,639 | $4,770+102.1% | $3,848+150.5% | $6,401+50.6% |
| Admin fee / account holder | $505 | $10,441-95.2% | $6,266-91.9% | $11,429-95.6% |