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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 | $27,615 | $45,865-39.8% | $40,757-32.2% | $125,389-78.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | 1.93% | -1.32%+3.2pp | -0.50%+2.4pp | 282.24%-280.3pp |
| Employer contribution / active EE | $0 | $3,697-100.0% | $3,004-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,625 | $4,199-37.5% | $3,485-24.7% | $5,352-50.9% |
| Admin fee / account holder | $21,510 | $5,763+273.3% | $4,272+403.6% | $9,541+125.5% |