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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 | $19,144 | $92,743-79.4% | $82,744-76.9% | $134,532-85.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -41.89% | 946.63%-988.5pp | 702.22%-744.1pp | 418.27%-460.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $17,719 | $4,802+269.0% | $4,395+303.2% | $6,401+176.8% |
| Admin fee / account holder | $2,734 | $5,977-54.3% | $5,325-48.7% | $11,429-76.1% |