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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 | $31,506 | $45,566-30.9% | $64,105-50.9% | $59,633-47.2% |
| Participation rate | 78.6% | 60.2%+18.4pp | 68.2%+10.4pp | 68.7%+9.9pp |
| Annual return | -1.41% | 4.95%-6.4pp | 791.24%-792.6pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $962 | $2,057-53.2% | $2,822-65.9% | $3,192-69.9% |
| Admin fee / account holder | $1,026 | $3,268-68.6% | $4,499-77.2% | $4,297-76.1% |