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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 | $31,291 | $52,678-40.6% | $75,784-58.7% | $59,633-47.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 13.75% | 2.95%+10.8pp | 9.68%+4.1pp | 2041.45%-2027.7pp |
| Employer contribution / active EE | $114 | $2,193-94.8% | $3,323-96.6% | $2,203-94.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $775 | $3,610-78.5% | $5,300-85.4% | $4,297-82.0% |