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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 | $46,102 | $110,083-58.1% | $151,645-69.6% | $68,490-32.7% |
| Participation rate | 98.7% | 84.0%+14.8pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | -13.08% | -10.12%-3.0pp | 3.34%-16.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $154 | $4,470-96.6% | $6,165-97.5% | $2,597-94.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,300 | $7,718-83.2% | $11,614-88.8% | $5,403-75.9% |