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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 | $76,043 | $59,332+28.2% | $90,223-15.7% | $59,633+27.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -1.53% | 3.25%-4.8pp | 1.31%-2.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $634 | $3,031-79.1% | $4,378-85.5% | $2,203-71.2% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,792-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,519 | $5,032-49.9% | $7,406-66.0% | $4,297-41.4% |