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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 | $30,786 | $102,429-69.9% | $147,096-79.1% | $80,925-62.0% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 14.69% | 135.02%-120.3pp | 419.75%-405.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $417 | $3,716-88.8% | $4,936-91.6% | $2,756-84.9% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $491 | $7,957-93.8% | $13,005-96.2% | $6,940-92.9% |