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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 | $3,309 | $49,976-93.4% | $66,674-95.0% | $82,637-96.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 25.46% | 39.09%-13.6pp | 321.24%-295.8pp | 53.51%-28.0pp |
| Employer contribution / active EE | $205 | $1,988-89.7% | $2,620-92.2% | $2,552-92.0% |
| Participant deferral / active EE | $1,469 | $2,847-48.4% | $4,084-64.0% | $4,126-64.4% |
| Admin fee / account holder | $913 | $4,594-80.1% | $5,098-82.1% | $7,339-87.6% |