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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 | $14,086 | $27,632-49.0% | $61,399-77.1% | $68,495-79.4% |
| Participation rate | 87.9% | 39.5%+48.4pp | 52.6%+35.3pp | 67.9%+20.0pp |
| Annual return | 8.75% | -13.24%+22.0pp | 338.81%-330.1pp | -7.84%+16.6pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,448 | $1,264+489.4% | $2,124+250.6% | $4,028+84.9% |
| Admin fee / account holder | $802 | $2,010-60.1% | $2,131-62.4% | $5,403-85.2% |