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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 | $25,749 | $62,583-58.9% | $76,767-66.5% | $64,173-59.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -1.81% | -1.95%+0.1pp | 2.43%-4.2pp | 7.63%-9.4pp |
| Employer contribution / active EE | $200 | $1,832-89.1% | $2,485-92.0% | $2,381-91.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $641 | $4,667-86.3% | $6,675-90.4% | $4,887-86.9% |