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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 | $2,608 | $69,118-96.2% | $53,647-95.1% | $138,895-98.1% |
| Participation rate | 85.7% | 64.0%+21.7pp | 56.3%+29.4pp | 79.9%+5.8pp |
| Annual return | 18.50% | 248.26%-229.8pp | 358.33%-339.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,198 | $2,274-47.3% | $1,813-33.9% | $6,396-81.3% |
| Admin fee / account holder | $464 | $2,724-83.0% | $2,460-81.1% | $12,562-96.3% |