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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 | $42,649 | $72,465-41.1% | $67,575-36.9% | $145,884-70.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -26.77% | 7222.56%-7249.3pp | 3528.98%-3555.7pp | 551.85%-578.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $956 | $4,786-80.0% | $4,003-76.1% | $6,690-85.7% |
| Admin fee / account holder | $7,295 | $5,515+32.3% | $3,993+82.7% | $13,392-45.5% |