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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 | $32,427 | $67,396-51.9% | $60,919-46.8% | $134,545-75.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.28% | 50.12%-61.4pp | 16.96%-28.2pp | 418.37%-429.7pp |
| Employer contribution / active EE | $49 | $3,101-98.4% | $2,704-98.2% | $4,742-99.0% |
| Participant deferral / active EE | $968 | $4,534-78.6% | $3,814-74.6% | $6,401-84.9% |
| Admin fee / account holder | $2,314 | $4,590-49.6% | $3,228-28.3% | $11,431-79.8% |