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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 | $13,390 | $45,872-70.8% | $77,081-82.6% | $68,495-80.5% |
| Participation rate | 93.6% | 55.9%+37.7pp | 67.9%+25.7pp | 67.9%+25.7pp |
| Annual return | 339.33% | 1.73%+337.6pp | 42.33%+297.0pp | -7.84%+347.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,566 | $2,963+87.9% | $4,428+25.7% | $4,028+38.2% |
| Admin fee / account holder | $310 | $3,041-89.8% | $5,427-94.3% | $5,403-94.3% |