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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 | $5,242 | $29,319-82.1% | $52,425-90.0% | $82,448-93.6% |
| Participation rate | 77.9% | 46.9%+31.1pp | 55.6%+22.3pp | 68.1%+9.8pp |
| Annual return | 56.74% | 535.20%-478.5pp | 302.12%-245.4pp | 41.64%+15.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,236 | $1,171+90.9% | $1,790+24.9% | $4,139-46.0% |
| Admin fee / account holder | $423 | $1,962-78.5% | $2,495-83.1% | $7,234-94.2% |