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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 | $54,021 | $69,012-21.7% | $160,037-66.2% | $68,490-21.1% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.8pp | 67.9%+28.9pp |
| Annual return | -12.70% | -9.65%-3.0pp | 408.95%-421.7pp | -7.85%-4.8pp |
| Employer contribution / active EE | $226 | $2,212-89.8% | $4,226-94.7% | $2,597-91.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,121 | $4,798-35.0% | $8,716-64.2% | $5,403-42.2% |