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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 | $10,511 | $84,551-87.6% | $61,452-82.9% | $134,532-92.2% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -20.13% | 585.39%-605.5pp | 338.96%-359.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,275 | $2,818-54.8% | $2,125-40.0% | $6,401-80.1% |
| Admin fee / account holder | $7,753 | $2,587+199.6% | $2,131+263.8% | $11,429-32.2% |