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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 | $67,823-94.6% | $52,425-93.0% | $137,256-97.3% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 18.91% | 219.11%-200.2pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,595 | $2,288-30.3% | $1,790-10.9% | $6,407-75.1% |
| Admin fee / account holder | $437 | $2,844-84.6% | $2,495-82.5% | $12,270-96.4% |