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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 | $32,405 | $69,541-53.4% | $59,899-45.9% | $135,380-76.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.03% | 7.95%-13.0pp | 3.46%-8.5pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,872 | $4,206+39.6% | $3,402+72.6% | $5,609+4.7% |
| Admin fee / account holder | $2,294 | $5,737-60.0% | $3,592-36.1% | $10,828-78.8% |