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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 | $2,131 | $84,551-97.5% | $61,452-96.5% | $134,532-98.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -69.41% | 585.39%-654.8pp | 338.96%-408.4pp | 418.27%-487.7pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,242 | $2,818-20.4% | $2,125+5.5% | $6,401-65.0% |
| Admin fee / account holder | $732 | $2,587-71.7% | $2,131-65.6% | $11,429-93.6% |