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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 | $77,949 | $95,193-18.1% | $76,523+1.9% | $135,382-42.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.64% | 4.85%-4.2pp | -0.27%+0.9pp | 519.77%-519.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $24,500 | $4,639+428.1% | $3,835+538.8% | $5,609+336.8% |
| Admin fee / account holder | $932 | $6,249-85.1% | $4,848-80.8% | $10,829-91.4% |