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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 | $2,571 | $29,319-91.2% | $52,425-95.1% | $82,448-96.9% |
| Participation rate | 70.3% | 46.9%+23.4pp | 55.6%+14.6pp | 68.1%+2.2pp |
| Annual return | 19.94% | 535.20%-515.3pp | 302.12%-282.2pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $755 | $1,171-35.6% | $1,790-57.9% | $4,139-81.8% |
| Admin fee / account holder | $311 | $1,962-84.1% | $2,495-87.5% | $7,234-95.7% |