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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 | $14,588 | $75,832-80.8% | $147,617-90.1% | $59,633-75.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.38% | 0.37%0pp | 61.98%-61.6pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,415 | $3,131-54.8% | $4,895-71.1% | $3,192-55.7% |
| Admin fee / account holder | $1,090 | $5,986-81.8% | $11,612-90.6% | $4,297-74.6% |