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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 | $7,725 | $93,117-91.7% | $77,096-90.0% | $134,532-94.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.65% | 62.67%-74.3pp | 42.35%-54.0pp | 418.27%-429.9pp |
| Employer contribution / active EE | $342 | $3,420-90.0% | $2,814-87.8% | $4,741-92.8% |
| Participant deferral / active EE | $1,107 | $5,241-78.9% | $4,429-75.0% | $6,401-82.7% |
| Admin fee / account holder | $1,000 | $6,948-85.6% | $5,428-81.6% | $11,429-91.2% |