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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 | $3,870 | $67,823-94.3% | $52,425-92.6% | $137,256-97.2% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 12.40% | 219.11%-206.7pp | 302.12%-289.7pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $982 | $2,288-57.1% | $1,790-45.1% | $6,407-84.7% |
| Admin fee / account holder | $1,257 | $2,844-55.8% | $2,495-49.6% | $12,270-89.8% |