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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 | $2,187 | $94,439-97.7% | $73,658-97.0% | $154,746-98.6% |
| Participation rate | 83.3% | 64.7%+18.7pp | 57.0%+26.3pp | 80.7%+2.6pp |
| Annual return | 18.58% | 28.25%-9.7pp | 29.72%-11.1pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $550 | $2,527-78.2% | $2,062-73.3% | $6,730-91.8% |
| Admin fee / account holder | $779 | $3,843-79.7% | $3,357-76.8% | $14,365-94.6% |