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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 | $29,192 | $45,566-35.9% | $64,105-54.5% | $59,633-51.0% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.67% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1 | $934-99.9% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,645 | $2,057+28.6% | $2,822-6.3% | $3,192-17.1% |
| Admin fee / account holder | $1,912 | $3,268-41.5% | $4,499-57.5% | $4,297-55.5% |