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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 | $14,266 | $67,372-78.8% | $60,906-76.6% | $134,532-89.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.68% | 50.05%-65.7pp | 16.94%-32.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,157 | $4,532-52.4% | $3,814-43.5% | $6,401-66.3% |
| Admin fee / account holder | $547 | $4,588-88.1% | $3,227-83.0% | $11,429-95.2% |