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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 | $23,288 | $56,339-58.7% | $104,301-77.7% | $68,486-66.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -1.65% | -9.19%+7.5pp | 24.61%-26.3pp | -7.85%+6.2pp |
| Employer contribution / active EE | $446 | $1,960-77.2% | $3,373-86.8% | $2,597-82.8% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $464 | $4,902-90.5% | $7,340-93.7% | $5,404-91.4% |