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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 | $23,007 | $95,975-76.0% | $74,549-69.1% | $135,379-83.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.07% | 56.96%-62.0pp | 32.53%-37.6pp | 519.79%-524.9pp |
| Employer contribution / active EE | $210 | $2,716-92.3% | $1,961-89.3% | $4,779-95.6% |
| Participant deferral / active EE | $838 | $3,844-78.2% | $3,108-73.0% | $5,609-85.1% |
| Admin fee / account holder | $1,425 | $6,522-78.2% | $5,059-71.8% | $10,828-86.8% |