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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 | $3,683 | $94,439-96.1% | $73,658-95.0% | $154,746-97.6% |
| Participation rate | 85.7% | 64.7%+21.0pp | 57.0%+28.7pp | 80.7%+5.0pp |
| Annual return | 18.91% | 28.25%-9.3pp | 29.72%-10.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,595 | $2,527-36.9% | $2,062-22.6% | $6,730-76.3% |
| Admin fee / account holder | $437 | $3,843-88.6% | $3,357-87.0% | $14,365-97.0% |