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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 | $1,476 | $76,634-98.1% | $56,054-97.4% | $145,978-99.0% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | -5.51% | 3004.33%-3009.8pp | 1705.95%-1711.5pp | 550.52%-556.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $502 | $2,622-80.8% | $1,952-74.3% | $6,690-92.5% |
| Admin fee / account holder | $474 | $3,321-85.7% | $2,822-83.2% | $13,400-96.5% |