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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 | $2,505 | $51,638-95.1% | $68,368-96.3% | $82,448-97.0% |
| Participation rate | 83.7% | 63.6%+20.1pp | 73.8%+10.0pp | 68.1%+15.7pp |
| Annual return | 15.56% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,381 | $2,914-52.6% | $4,123-66.5% | $4,139-66.6% |
| Admin fee / account holder | $373 | $4,643-92.0% | $5,150-92.8% | $7,234-94.8% |