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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 | $33,569 | $49,177-31.7% | $79,467-57.8% | $64,173-47.7% |
| Participation rate | 94.1% | 65.0%+29.1pp | 73.3%+20.8pp | 69.6%+24.5pp |
| Annual return | -7.54% | -1.16%-6.4pp | 718.30%-725.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $109 | $2,076-94.8% | $2,800-96.1% | $2,381-95.4% |
| Participant deferral / active EE | $1,490 | $2,821-47.2% | $3,704-59.8% | $3,470-57.1% |
| Admin fee / account holder | $790 | $3,839-79.4% | $5,104-84.5% | $4,887-83.8% |