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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 | $37,622 | $56,199-33.1% | $67,652-44.4% | $59,632-36.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.54% | 18505.31%-18504.8pp | 6625.04%-6624.5pp | 2041.32%-2040.8pp |
| Employer contribution / active EE | $197 | $1,614-87.8% | $2,266-91.3% | $2,203-91.1% |
| Participant deferral / active EE | $2,384 | $2,844-16.2% | $3,560-33.0% | $3,192-25.3% |
| Admin fee / account holder | $1,265 | $3,958-68.0% | $4,821-73.8% | $4,297-70.6% |