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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 | $54,887 | $61,816-11.2% | $97,260-43.6% | $80,935-32.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 10.81% | -558.73%+569.5pp | 75.54%-64.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $31 | $1,836-98.3% | $2,721-98.9% | $2,757-98.9% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,262-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,191 | $5,166-76.9% | $5,640-78.9% | $6,924-82.8% |