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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 | $2,492 | $51,638-95.2% | $68,368-96.4% | $82,448-97.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 19.84% | 37.53%-17.7pp | 292.57%-272.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,438 | $2,914-50.7% | $4,123-65.1% | $4,139-65.3% |
| Admin fee / account holder | $404 | $4,643-91.3% | $5,150-92.2% | $7,234-94.4% |