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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 | $15,732 | $36,681-57.1% | $39,957-60.6% | $36,681-57.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 52.9%+47.1pp | 84.3%+15.7pp |
| Annual return | 2.04% | -1.48%+3.5pp | -1.69%+3.7pp | -1.48%+3.5pp |
| Employer contribution / active EE | $2,357 | $17,496-86.5% | $44,029-94.6% | $17,496-86.5% |
| Participant deferral / active EE | $0 | $680-100.0% | $0 | $680-100.0% |
| Admin fee / account holder | $796 | $928-14.3% | $673+18.2% | $928-14.3% |