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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 | $21,846 | $84,464-74.1% | $61,399-64.4% | $134,509-83.8% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -13.76% | 585.06%-598.8pp | 338.81%-352.6pp | 418.13%-431.9pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,734 | $2,818+32.5% | $2,124+75.8% | $6,400-41.7% |
| Admin fee / account holder | $687 | $2,587-73.5% | $2,131-67.8% | $11,427-94.0% |