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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 | $2,654 | $67,823-96.1% | $52,425-94.9% | $137,256-98.1% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 16.60% | 219.11%-202.5pp | 302.12%-285.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,927 | $2,288-15.8% | $1,790+7.6% | $6,407-69.9% |
| Admin fee / account holder | $929 | $2,844-67.3% | $2,495-62.8% | $12,270-92.4% |