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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 | $20,304 | $54,162-62.5% | $68,612-70.4% | $64,173-68.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 4.01% | -1.62%+5.6pp | -4.63%+8.6pp | 7.63%-3.6pp |
| Employer contribution / active EE | $41 | $1,846-97.8% | $2,625-98.4% | $2,381-98.3% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $920 | $4,029-77.2% | $5,131-82.1% | $4,887-81.2% |