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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 | $10,143 | $54,370-81.3% | $82,763-87.7% | $68,490-85.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.41% | -13.67%-1.7pp | 702.45%-717.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $205 | $2,219-90.8% | $3,008-93.2% | $2,597-92.1% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $848 | $4,398-80.7% | $5,325-84.1% | $5,403-84.3% |