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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 | $9,837 | $92,766-89.4% | $82,763-88.1% | $134,545-92.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.10% | 946.97%-972.1pp | 702.45%-727.5pp | 418.37%-443.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,650 | $4,802+17.7% | $4,395+28.6% | $6,401-11.7% |
| Admin fee / account holder | $1,624 | $5,978-72.8% | $5,325-69.5% | $11,431-85.8% |