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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 | $19,962 | $97,729-79.6% | $83,830-76.2% | $135,379-85.3% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -14.91% | 1287.52%-1302.4pp | 850.97%-865.9pp | 519.79%-534.7pp |
| Employer contribution / active EE | $455 | $4,222-89.2% | $3,631-87.5% | $4,779-90.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,521 | $6,674-47.2% | $5,479-35.7% | $10,828-67.5% |