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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 | $8,599 | $97,125-91.1% | $86,233-90.0% | $137,256-93.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 0.00% | 74.19%-74.2pp | 61.39%-61.4pp | 220.34%-220.3pp |
| Employer contribution / active EE | $20 | $2,841-99.3% | $2,504-99.2% | $4,156-99.5% |
| Participant deferral / active EE | $3,007 | $5,180-41.9% | $4,559-34.0% | $6,407-53.1% |
| Admin fee / account holder | $723 | $9,725-92.6% | $8,342-91.3% | $12,270-94.1% |