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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 | $11,933 | $68,097-82.5% | $62,929-81.0% | $137,256-91.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | -56.98% | 1859.11%-1916.1pp | 1063.93%-1120.9pp | 220.34%-277.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,137 | $4,553-53.1% | $3,888-45.1% | $6,407-66.7% |
| Admin fee / account holder | $7,063 | $6,521+8.3% | $5,065+39.4% | $12,270-42.4% |