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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 | $61,823 | $60,165+2.8% | $74,184-16.7% | $55,167+12.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 0.00% | 10.00%-10.0pp | 17.74%-17.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $397 | $1,600-75.2% | $2,370-83.3% | $1,963-79.8% |
| Participant deferral / active EE | $2,787 | $2,973-6.2% | $3,550-21.5% | $3,054-8.7% |
| Admin fee / account holder | $10,201 | $419+2332.8% | $5,586+82.6% | $504+1924.4% |