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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 | $1,441 | $67,823-97.9% | $52,425-97.3% | $137,256-99.0% |
| Participation rate | 84.2% | 63.9%+20.3pp | 55.6%+28.6pp | 80.0%+4.3pp |
| Annual return | 10.32% | 219.11%-208.8pp | 302.12%-291.8pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $624 | $2,288-72.7% | $1,790-65.2% | $6,407-90.3% |
| Admin fee / account holder | $462 | $2,844-83.8% | $2,495-81.5% | $12,270-96.2% |