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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 | $11,628 | $73,839-84.3% | $143,788-91.9% | $68,495-83.0% |
| Participation rate | 93.9% | 66.7%+27.2pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | -10.29% | 1.01%-11.3pp | -0.03%-10.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $306 | $3,184-90.4% | $4,952-93.8% | $2,596-88.2% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,517 | $5,755-73.6% | $14,675-89.7% | $5,403-71.9% |