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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 | $38,662 | $64,729-40.3% | $112,263-65.6% | $68,490-43.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -1.73% | -11.40%+9.7pp | 27.49%-29.2pp | -7.85%+6.1pp |
| Employer contribution / active EE | $506 | $2,746-81.6% | $3,636-86.1% | $2,597-80.5% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $449 | $5,222-91.4% | $6,410-93.0% | $5,403-91.7% |