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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 | $2,359 | $69,118-96.6% | $53,647-95.6% | $138,895-98.3% |
| Participation rate | 84.2% | 64.0%+20.2pp | 56.3%+27.9pp | 79.9%+4.3pp |
| Annual return | 15.09% | 248.26%-233.2pp | 358.33%-343.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $794 | $2,274-65.1% | $1,813-56.2% | $6,396-87.6% |
| Admin fee / account holder | $651 | $2,724-76.1% | $2,460-73.5% | $12,562-94.8% |