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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 | $58,920 | $69,977-15.8% | $108,582-45.7% | $62,881-6.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 21.24% | 10.73%+10.5pp | -51.70%+72.9pp | 20.14%+1.1pp |
| Employer contribution / active EE | $47 | $2,135-97.8% | $3,758-98.8% | $2,281-98.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,939 | $5,076-42.1% | $7,645-61.6% | $4,296-31.6% |