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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 | $72,396-41.1% | $67,511-36.8% | $145,959-70.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -26.77% | 7194.07%-7220.8pp | 3517.41%-3544.2pp | 561.95%-588.7pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $956 | $4,781-80.0% | $4,000-76.1% | $6,689-85.7% |
| Admin fee / account holder | $7,295 | $5,538+31.7% | $3,999+82.4% | $13,398-45.6% |