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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 | $41,979 | $84,551-50.4% | $61,452-31.7% | $134,532-68.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.05% | 585.39%-599.4pp | 338.96%-353.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $760 | $2,818-73.0% | $2,125-64.2% | $6,401-88.1% |
| Admin fee / account holder | $50,532 | $2,587+1852.9% | $2,131+2271.3% | $11,429+342.2% |