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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 | $16,338 | $75,832-78.5% | $147,617-88.9% | $59,633-72.6% |
| Participation rate | 71.4% | 71.6%-0.1pp | 84.6%-13.2pp | 68.7%+2.8pp |
| Annual return | -0.20% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $203 | $3,485-94.2% | $5,564-96.4% | $2,203-90.8% |
| Participant deferral / active EE | $1,689 | $3,131-46.0% | $4,895-65.5% | $3,192-47.1% |
| Admin fee / account holder | $459 | $5,986-92.3% | $11,612-96.0% | $4,297-89.3% |