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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 | $9,533 | $82,288-88.4% | $68,794-86.1% | $134,509-92.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.24% | -2.19%-15.1pp | -6.37%-10.9pp | 418.13%-435.4pp |
| Employer contribution / active EE | $90 | $3,301-97.3% | $2,656-96.6% | $4,741-98.1% |
| Participant deferral / active EE | $2,089 | $4,738-55.9% | $3,941-47.0% | $6,400-67.4% |
| Admin fee / account holder | $781 | $6,482-88.0% | $4,934-84.2% | $11,427-93.2% |