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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 | $2,509 | $81,763-96.9% | $58,561-95.7% | $139,466-98.2% |
| Participation rate | 90.9% | 61.3%+29.6pp | 50.9%+40.0pp | 80.3%+10.6pp |
| Annual return | -19.68% | 7427.77%-7447.5pp | 4251.33%-4271.0pp | 373.66%-393.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $939 | $2,555-63.2% | $1,923-51.2% | $6,712-86.0% |
| Admin fee / account holder | $982 | $3,273-70.0% | $2,520-61.0% | $11,409-91.4% |