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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 | $104,650-97.9% | $83,854-97.4% | $155,188-98.6% |
| Participation rate | 83.3% | 65.1%+18.3pp | 59.1%+24.2pp | 80.8%+2.5pp |
| Annual return | 18.58% | 28.97%-10.4pp | 31.39%-12.8pp | 148.84%-130.3pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $550 | $2,367-76.8% | $2,035-73.0% | $6,531-91.6% |
| Admin fee / account holder | $779 | $3,518-77.8% | $3,197-75.6% | $14,480-94.6% |