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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 | $3,412 | $29,733-88.5% | $56,025-93.9% | $80,959-95.8% |
| Participation rate | 86.2% | 41.7%+44.5pp | 52.5%+33.7pp | 67.7%+18.5pp |
| Annual return | 14.09% | 35.28%-21.2pp | 1712.69%-1698.6pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,308 | $1,229+6.4% | $1,955-33.1% | $4,300-69.6% |
| Admin fee / account holder | $609 | $2,434-75.0% | $2,828-78.5% | $6,925-91.2% |