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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 | $10,957 | $28,624-61.7% | $53,647-79.6% | $82,637-86.7% |
| Participation rate | 93.5% | 47.3%+46.3pp | 56.3%+37.3pp | 68.1%+25.5pp |
| Annual return | 25.29% | 664.98%-639.7pp | 358.33%-333.0pp | 53.51%-28.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,565 | $1,196+532.4% | $1,813+317.2% | $4,126+83.4% |
| Admin fee / account holder | $5,514 | $2,022+172.7% | $2,460+124.1% | $7,339-24.9% |