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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 | $36,948-85.8% | $73,658-92.9% | $87,485-94.0% |
| Participation rate | 77.9% | 46.8%+31.1pp | 57.0%+20.9pp | 68.9%+9.0pp |
| Annual return | 56.74% | 28.64%+28.1pp | 29.72%+27.0pp | 26.06%+30.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,236 | $1,379+62.2% | $2,062+8.5% | $4,274-47.7% |
| Admin fee / account holder | $423 | $2,531-83.3% | $3,357-87.4% | $7,775-94.6% |