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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 | $1,742 | $76,519-97.7% | $56,025-96.9% | $145,897-98.8% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 7.17% | 3017.03%-3009.9pp | 1712.69%-1705.5pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $887 | $2,624-66.2% | $1,955-54.6% | $6,689-86.7% |
| Admin fee / account holder | $349 | $3,331-89.5% | $2,828-87.7% | $13,390-97.4% |