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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 | $26,173 | $59,116-55.7% | $86,438-69.7% | $68,486-61.8% |
| Participation rate | 72.0% | 75.2%-3.2pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | 0.04% | -0.23%+0.3pp | 4397.19%-4397.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,179 | $5,902+55.5% | $6,952+32.0% | $4,028+127.9% |
| Admin fee / account holder | $2,279 | $5,639-59.6% | $6,733-66.2% | $5,404-57.8% |