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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 | $28,959 | $69,541-58.4% | $59,899-51.7% | $135,380-78.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.25% | 7.95%-11.2pp | 3.46%-6.7pp | 519.81%-523.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,565 | $4,206+103.6% | $3,402+151.7% | $5,609+52.7% |
| Admin fee / account holder | $12,415 | $5,737+116.4% | $3,592+245.6% | $10,828+14.7% |