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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 | $29,704 | $65,704-54.8% | $94,229-68.5% | $59,633-50.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.99% | 5.22%-6.2pp | 10.68%-11.7pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,048 | $3,143-34.8% | $4,320-52.6% | $3,192-35.8% |
| Admin fee / account holder | $2,420 | $4,265-43.2% | $6,269-61.4% | $4,297-43.7% |