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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 | $69,118-94.4% | $53,647-92.8% | $138,895-97.2% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 12.40% | 248.26%-235.9pp | 358.33%-345.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $982 | $2,274-56.8% | $1,813-45.8% | $6,396-84.6% |
| Admin fee / account holder | $1,257 | $2,724-53.8% | $2,460-48.9% | $12,562-90.0% |