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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 | $3,435 | $70,366-95.1% | $66,674-94.8% | $138,895-97.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | -915.12% | 386.41%-1301.5pp | 321.24%-1236.4pp | 145.39%-1060.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,860 | $4,374+79.7% | $4,084+92.4% | $6,396+22.9% |
| Admin fee / account holder | $5,569 | $5,262+5.8% | $5,098+9.2% | $12,562-55.7% |