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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 | $2,880 | $69,118-95.8% | $53,647-94.6% | $138,895-97.9% |
| Participation rate | 84.6% | 64.0%+20.6pp | 56.3%+28.3pp | 79.9%+4.7pp |
| Annual return | 11.42% | 248.26%-236.8pp | 358.33%-346.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,294 | $2,274-43.1% | $1,813-28.6% | $6,396-79.8% |
| Admin fee / account holder | $1,245 | $2,724-54.3% | $2,460-49.4% | $12,562-90.1% |