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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 | $29,390 | $152,597-80.7% | $117,533-75.0% | $134,532-78.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -38.35% | 53.04%-91.4pp | 29.77%-68.1pp | 418.27%-456.6pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,006 | $4,821+149.0% | $4,072+194.8% | $6,401+87.6% |
| Admin fee / account holder | $81,258 | $7,007+1059.7% | $5,647+1339.0% | $11,429+611.0% |