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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 | $24,271 | $97,881-75.2% | $80,004-69.7% | $125,389-80.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 73.0%+14.5pp | 83.2%+4.3pp |
| Annual return | -0.62% | 9.36%-10.0pp | 7.63%-8.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $983 | $3,744-73.7% | $3,204-69.3% | $5,352-81.6% |
| Admin fee / account holder | $832 | $6,278-86.7% | $5,033-83.5% | $9,541-91.3% |