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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 | $10,840 | $67,372-83.9% | $60,906-82.2% | $134,532-91.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.31% | 50.05%-67.4pp | 16.94%-34.2pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,411 | $4,532+85.6% | $3,814+120.5% | $6,401+31.4% |
| Admin fee / account holder | $1,323 | $4,588-71.2% | $3,227-59.0% | $11,429-88.4% |