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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 | $28,624-92.4% | $53,647-95.9% | $82,637-97.4% |
| Participation rate | 97.4% | 47.3%+50.1pp | 56.3%+41.1pp | 68.1%+29.3pp |
| Annual return | 17.26% | 664.98%-647.7pp | 358.33%-341.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,357 | $1,196+13.5% | $1,813-25.1% | $4,126-67.1% |
| Admin fee / account holder | $488 | $2,022-75.9% | $2,460-80.2% | $7,339-93.4% |