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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 | $4,272 | $67,823-93.7% | $52,425-91.9% | $137,256-96.9% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 21.53% | 219.11%-197.6pp | 302.12%-280.6pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,304 | $2,288+0.7% | $1,790+28.7% | $6,407-64.0% |
| Admin fee / account holder | $395 | $2,844-86.1% | $2,495-84.2% | $12,270-96.8% |