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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 | $2,869 | $76,519-96.3% | $56,025-94.9% | $145,897-98.0% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 11.47% | 3017.03%-3005.6pp | 1712.69%-1701.2pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,574 | $2,624-40.0% | $1,955-19.5% | $6,689-76.5% |
| Admin fee / account holder | $1,103 | $3,331-66.9% | $2,828-61.0% | $13,390-91.8% |