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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 | $12,420 | $106,551-88.3% | $91,225-86.4% | $134,532-90.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -25.07% | 160.78%-185.8pp | 114.12%-139.2pp | 418.27%-443.3pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $19,038 | $4,718+303.5% | $4,233+349.7% | $6,401+197.4% |
| Admin fee / account holder | $577 | $6,234-90.7% | $5,422-89.4% | $11,429-95.0% |