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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 | $1,681 | $76,519-97.8% | $56,025-97.0% | $145,897-98.8% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | 7.48% | 3017.03%-3009.5pp | 1712.69%-1705.2pp | 552.29%-544.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,019 | $2,624-61.2% | $1,955-47.9% | $6,689-84.8% |
| Admin fee / account holder | $495 | $3,331-85.1% | $2,828-82.5% | $13,390-96.3% |