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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 | $11,743 | $69,541-83.1% | $59,899-80.4% | $135,380-91.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.69% | 7.95%-14.6pp | 3.46%-10.2pp | 519.81%-526.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,341 | $4,206-68.1% | $3,402-60.6% | $5,609-76.1% |
| Admin fee / account holder | $1,230 | $5,737-78.6% | $3,592-65.7% | $10,828-88.6% |