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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 | $43,115 | $92,766-53.5% | $82,763-47.9% | $134,545-68.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.91% | 946.97%-951.9pp | 702.45%-707.4pp | 418.37%-423.3pp |
| Employer contribution / active EE | $251 | $3,273-92.3% | $3,008-91.6% | $4,742-94.7% |
| Participant deferral / active EE | $1,710 | $4,802-64.4% | $4,395-61.1% | $6,401-73.3% |
| Admin fee / account holder | $4,221 | $5,978-29.4% | $5,325-20.7% | $11,431-63.1% |