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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 | $28,476 | $56,200-49.3% | $67,653-57.9% | $59,633-52.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -4.20% | 18506.71%-18510.9pp | 6625.22%-6629.4pp | 2041.40%-2045.6pp |
| Employer contribution / active EE | $253 | $1,615-84.3% | $2,266-88.8% | $2,203-88.5% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,505 | $3,959+165.4% | $4,821+117.9% | $4,297+144.5% |