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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 | $12,713 | $103,008-87.7% | $90,304-85.9% | $152,897-91.7% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.5%+10.4pp |
| Annual return | -0.59% | 95.22%-95.8pp | 78.13%-78.7pp | 345.43%-346.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,185 | $4,281-49.0% | $3,885-43.8% | $5,851-62.7% |
| Admin fee / account holder | $22,517 | $6,175+264.7% | $5,354+320.6% | $11,599+94.1% |