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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 | $20,409 | $58,600-65.2% | $83,327-75.5% | $64,173-68.2% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -0.77% | 9.66%-10.4pp | 10.64%-11.4pp | 7.63%-8.4pp |
| Employer contribution / active EE | $161 | $2,098-92.3% | $3,379-95.2% | $2,381-93.2% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $953 | $9,282-89.7% | $7,540-87.4% | $4,887-80.5% |