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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 | $2,214 | $29,670-92.5% | $56,054-96.1% | $80,911-97.3% |
| Participation rate | 94.3% | 41.7%+52.6pp | 52.5%+41.8pp | 67.6%+26.6pp |
| Annual return | 11.74% | 35.24%-23.5pp | 1705.95%-1694.2pp | 35.63%-23.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,733 | $1,227+41.3% | $1,952-11.2% | $4,297-59.7% |
| Admin fee / account holder | $416 | $2,431-82.9% | $2,822-85.3% | $6,935-94.0% |