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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 | $0 | $65,961-100.0% | $180,320-100.0% | $94,015-100.0% |
| Participation rate | 96.2% | 61.3%+34.9pp | 71.5%+24.6pp | 70.8%+25.3pp |
| Annual return | -90.76% | 14.27%-105.0pp | 778.54%-869.3pp | 17.84%-108.6pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,319 | $3,003-56.1% | $4,304-69.3% | $4,249-69.0% |
| Admin fee / account holder | $2,825 | $4,901-42.4% | $10,000-71.8% | $8,951-68.4% |