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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 | $71,161 | $47,944+48.4% | $67,834+4.9% | $62,881+13.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 5.06% | 11.77%-6.7pp | 138.47%-133.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $54 | $1,562-96.5% | $2,403-97.7% | $2,281-97.6% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,294 | $3,712-38.2% | $4,622-50.4% | $4,296-46.6% |