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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 | $11,867 | $49,199-75.9% | $121,204-90.2% | $75,173-84.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 3.96% | 56.04%-52.1pp | 987.18%-983.2pp | 160.72%-156.8pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,606 | $2,630-0.9% | $4,083-36.2% | $4,126-36.8% |
| Admin fee / account holder | $10,851 | $3,946+175.0% | $5,651+92.0% | $5,651+92.0% |