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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 | $36,687 | $99,079-63.0% | $78,002-53.0% | $273,972-86.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -3.10% | 217.93%-221.0pp | 425.99%-429.1pp | 41.46%-44.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,405 | $4,306-44.1% | $3,497-31.2% | $5,287-54.5% |
| Admin fee / account holder | $7,107 | $8,954-20.6% | $5,481+29.7% | $10,133-29.9% |