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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 | $4,385 | $29,319-85.0% | $52,425-91.6% | $82,448-94.7% |
| Participation rate | 89.7% | 46.9%+42.8pp | 55.6%+34.0pp | 68.1%+21.6pp |
| Annual return | 17.67% | 535.20%-517.5pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,670 | $1,171+128.0% | $1,790+49.1% | $4,139-35.5% |
| Admin fee / account holder | $322 | $1,962-83.6% | $2,495-87.1% | $7,234-95.5% |