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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 | $90,546 | $72,404+25.1% | $110,243-17.9% | $64,173+41.1% |
| Participation rate | 97.0% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $49 | $2,282-97.9% | $3,827-98.7% | $2,381-98.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,226 | $5,664-43.0% | $8,548-62.3% | $4,887-34.0% |