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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,576 | $84,684-65.1% | $73,835-59.9% | $125,388-76.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.80% | 3123.93%-3125.7pp | 2268.13%-2269.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,397 | $3,993+60.2% | $3,583+78.5% | $5,352+19.5% |
| Admin fee / account holder | $3,252 | $5,691-42.9% | $4,880-33.4% | $9,541-65.9% |