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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 | $12,464 | $84,551-85.3% | $61,452-79.7% | $134,532-90.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.38% | 585.39%-603.8pp | 338.96%-357.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,744 | $2,818-38.1% | $2,125-17.9% | $6,401-72.8% |
| Admin fee / account holder | $3,447 | $2,587+33.2% | $2,131+61.8% | $11,429-69.8% |