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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 | $19,948 | $82,630-75.9% | $64,105-68.9% | $125,389-84.1% |
| Participation rate | 84.2% | 75.9%+8.4pp | 68.2%+16.0pp | 83.2%+1.0pp |
| Annual return | 1.64% | 1489.72%-1488.1pp | 791.24%-789.6pp | 282.24%-280.6pp |
| Employer contribution / active EE | $220 | $2,671-91.8% | $1,820-87.9% | $4,866-95.5% |
| Participant deferral / active EE | $2,202 | $3,608-39.0% | $2,822-22.0% | $5,352-58.9% |
| Admin fee / account holder | $1,739 | $6,382-72.8% | $4,499-61.4% | $9,541-81.8% |