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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 | $49,976-95.0% | $66,674-96.2% | $82,637-97.0% |
| Participation rate | 83.7% | 63.1%+20.6pp | 73.7%+10.0pp | 68.1%+15.7pp |
| Annual return | 15.56% | 39.09%-23.5pp | 321.24%-305.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,381 | $2,847-51.5% | $4,084-66.2% | $4,126-66.5% |
| Admin fee / account holder | $373 | $4,594-91.9% | $5,098-92.7% | $7,339-94.9% |