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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 | $11,570 | $27,632-58.1% | $61,452-81.2% | $68,486-83.1% |
| Participation rate | 90.5% | 39.5%+51.0pp | 52.6%+37.9pp | 67.9%+22.6pp |
| Annual return | 41.94% | -13.24%+55.2pp | 338.96%-297.0pp | -7.85%+49.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,082 | $1,264+460.4% | $2,125+233.3% | $4,028+75.8% |
| Admin fee / account holder | $899 | $2,010-55.3% | $2,131-57.8% | $5,404-83.4% |