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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 | $69,518-58.3% | $59,883-51.6% | $135,377-78.6% |
| 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 | 519.75%-523.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,565 | $4,204+103.7% | $3,402+151.8% | $5,609+52.7% |
| Admin fee / account holder | $12,415 | $5,734+116.5% | $3,591+245.8% | $10,828+14.7% |