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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 | $29,019 | $39,132-25.8% | $57,196-49.3% | $62,881-53.9% |
| Participation rate | 95.9% | 70.5%+25.4pp | 75.3%+20.6pp | 69.3%+26.6pp |
| Annual return | 0.00% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5 | $1,874-99.8% | $2,683-99.8% | $2,281-99.8% |
| Participant deferral / active EE | $3,699 | $2,374+55.8% | $3,096+19.5% | $3,203+15.5% |
| Admin fee / account holder | $462 | $2,594-82.2% | $3,141-85.3% | $4,296-89.2% |