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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 | $5,627 | $28,624-80.3% | $53,647-89.5% | $82,637-93.2% |
| Participation rate | 84.8% | 47.3%+37.6pp | 56.3%+28.6pp | 68.1%+16.8pp |
| Annual return | 18.54% | 664.98%-646.4pp | 358.33%-339.8pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,766 | $1,196+47.6% | $1,813-2.6% | $4,126-57.2% |
| Admin fee / account holder | $338 | $2,022-83.3% | $2,460-86.3% | $7,339-95.4% |