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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 | $15,484 | $90,617-82.9% | $79,476-80.5% | $135,382-88.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.33% | 977.57%-990.9pp | 718.21%-731.5pp | 519.77%-533.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,021 | $4,050+246.2% | $3,704+278.6% | $5,609+150.0% |
| Admin fee / account holder | $5,080 | $5,907-14.0% | $5,113-0.6% | $10,829-53.1% |