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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 | $41,966 | $92,743-54.8% | $82,744-49.3% | $134,532-68.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -21.70% | 946.63%-968.3pp | 702.22%-723.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,868 | $4,802+63.9% | $4,395+79.0% | $6,401+22.9% |
| Admin fee / account holder | $2,497 | $5,977-58.2% | $5,325-53.1% | $11,429-78.1% |