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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 | $23,242 | $49,177-52.7% | $79,476-70.8% | $64,181-63.8% |
| Participation rate | 85.2% | 65.0%+20.2pp | 73.3%+11.8pp | 69.6%+15.6pp |
| Annual return | -4.55% | -1.16%-3.4pp | 718.21%-722.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4 | $2,076-99.8% | $2,800-99.9% | $2,381-99.8% |
| Participant deferral / active EE | $4,071 | $2,821+44.3% | $3,704+9.9% | $3,470+17.3% |
| Admin fee / account holder | $6,746 | $3,839+75.7% | $5,113+31.9% | $4,887+38.0% |