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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 | $2,188 | $29,319-92.5% | $52,425-95.8% | $82,448-97.3% |
| Participation rate | 97.4% | 46.9%+50.5pp | 55.6%+41.7pp | 68.1%+29.3pp |
| Annual return | 17.26% | 535.20%-517.9pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,357 | $1,171+15.9% | $1,790-24.2% | $4,139-67.2% |
| Admin fee / account holder | $488 | $1,962-75.1% | $2,495-80.4% | $7,234-93.3% |