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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 | $6,220 | $29,319-78.8% | $52,425-88.1% | $82,448-92.5% |
| Participation rate | 92.9% | 46.9%+46.0pp | 55.6%+37.2pp | 68.1%+24.8pp |
| Annual return | 17.80% | 535.20%-517.4pp | 302.12%-284.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,381 | $1,171+17.9% | $1,790-22.9% | $4,139-66.6% |
| Admin fee / account holder | $304 | $1,962-84.5% | $2,495-87.8% | $7,234-95.8% |