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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 | $76,634-97.7% | $56,054-96.9% | $145,978-98.8% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 7.17% | 3004.33%-2997.2pp | 1705.95%-1698.8pp | 550.52%-543.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $887 | $2,622-66.2% | $1,952-54.6% | $6,690-86.7% |
| Admin fee / account holder | $349 | $3,321-89.5% | $2,822-87.6% | $13,400-97.4% |