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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 | $23,134 | $42,910-46.1% | $60,919-62.0% | $68,490-66.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.50% | -13.99%-2.5pp | 16.96%-33.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $6 | $1,978-99.7% | $2,704-99.8% | $2,597-99.8% |
| Participant deferral / active EE | $1,017 | $2,866-64.5% | $3,814-73.3% | $4,028-74.7% |
| Admin fee / account holder | $3,272 | $3,104+5.4% | $3,228+1.4% | $5,403-39.4% |