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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 | $2,484 | $28,624-91.3% | $53,647-95.4% | $82,637-97.0% |
| Participation rate | 76.0% | 47.3%+28.7pp | 56.3%+19.7pp | 68.1%+7.9pp |
| Annual return | 18.39% | 664.98%-646.6pp | 358.33%-339.9pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,473 | $1,196+23.1% | $1,813-18.8% | $4,126-64.3% |
| Admin fee / account holder | $305 | $2,022-84.9% | $2,460-87.6% | $7,339-95.8% |