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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 | $15,587 | $53,837-71.0% | $75,714-79.4% | $85,847-81.8% |
| Participation rate | 86.0% | 69.1%+17.0pp | 74.8%+11.2pp | 69.3%+16.7pp |
| Annual return | 17.24% | 24.54%-7.3pp | 104.62%-87.4pp | 318.61%-301.4pp |
| Employer contribution / active EE | $201 | $2,017-90.1% | $2,744-92.7% | $2,565-92.2% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $463 | $3,339-86.1% | $3,619-87.2% | $6,261-92.6% |