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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 | $75,779 | $87,016-12.9% | $63,244+19.8% | $125,389-39.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 2.31% | 21.71%-19.4pp | -70.31%+72.6pp | 282.24%-279.9pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,935 | $3,939-0.1% | $2,953+33.2% | $5,352-26.5% |
| Admin fee / account holder | $714 | $11,954-94.0% | $5,893-87.9% | $9,541-92.5% |