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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 | $61,755-11.1% | $97,161-43.5% | $80,911-32.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 10.81% | -557.90%+568.7pp | 75.36%-64.6pp | 35.63%-24.8pp |
| Employer contribution / active EE | $31 | $1,835-98.3% | $2,723-98.9% | $2,756-98.9% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,265-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,191 | $5,166-76.9% | $5,647-78.9% | $6,935-82.8% |