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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 | $12,477 | $67,396-81.5% | $60,919-79.5% | $134,545-90.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -23.63% | 50.12%-73.8pp | 16.96%-40.6pp | 418.37%-442.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,108 | $4,534+100.9% | $3,814+138.8% | $6,401+42.3% |
| Admin fee / account holder | $1,211 | $4,590-73.6% | $3,228-62.5% | $11,431-89.4% |