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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 | $11,066 | $99,644-88.9% | $86,438-87.2% | $134,532-91.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.04% | 6787.26%-6798.3pp | 4397.19%-4408.2pp | 418.27%-429.3pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $16,639 | $7,247+129.6% | $6,952+139.3% | $6,401+160.0% |
| Admin fee / account holder | $1,112 | $8,375-86.7% | $6,733-83.5% | $11,429-90.3% |