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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 | $22,685 | $82,674-72.6% | $125,381-81.9% | $68,486-66.9% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | 2.02% | -5.97%+8.0pp | 572.31%-570.3pp | -7.85%+9.9pp |
| Employer contribution / active EE | $377 | $3,382-88.8% | $4,815-92.2% | $2,597-85.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $345 | $6,277-94.5% | $10,007-96.6% | $5,404-93.6% |