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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 | $45,124 | $113,941-60.4% | $94,229-52.1% | $125,389-64.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.51% | 5.29%-7.8pp | 10.68%-13.2pp | 282.24%-284.7pp |
| Employer contribution / active EE | $500 | $4,727-89.4% | $3,587-86.1% | $4,866-89.7% |
| Participant deferral / active EE | $2,642 | $5,179-49.0% | $4,320-38.8% | $5,352-50.6% |
| Admin fee / account holder | $3,388 | $8,392-59.6% | $6,269-46.0% | $9,541-64.5% |