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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 | $35,630 | $75,962-53.1% | $154,111-76.9% | $64,173-44.5% |
| Participation rate | 94.7% | 70.4%+24.3pp | 83.0%+11.7pp | 69.6%+25.2pp |
| Annual return | 0.68% | 30.32%-29.6pp | 735.18%-734.5pp | 7.63%-6.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,728 | $3,175-14.1% | $5,081-46.3% | $3,470-21.4% |
| Admin fee / account holder | $687 | $5,589-87.7% | $13,411-94.9% | $4,887-85.9% |