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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 | $18,344 | $76,912-76.1% | $129,118-85.8% | $68,486-73.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -12.88% | -9.78%-3.1pp | -10.94%-1.9pp | -7.85%-5.0pp |
| Employer contribution / active EE | $3 | $3,243-99.9% | $5,051-99.9% | $2,597-99.9% |
| Participant deferral / active EE | $2,091 | $4,732-55.8% | $6,539-68.0% | $4,028-48.1% |
| Admin fee / account holder | $1,960 | $6,638-70.5% | $14,305-86.3% | $5,404-63.7% |