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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 | $47,482 | $94,529-49.8% | $140,019-66.1% | $64,173-26.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 3.20% | 7.77%-4.6pp | 651.17%-648.0pp | 7.63%-4.4pp |
| Employer contribution / active EE | $1,002 | $3,812-73.7% | $5,605-82.1% | $2,381-57.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $930 | $6,741-86.2% | $10,705-91.3% | $4,887-81.0% |