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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 | $18,868 | $56,431-66.6% | $130,788-85.6% | $87,485-78.4% |
| Participation rate | 77.8% | 58.9%+18.8pp | 70.1%+7.7pp | 68.9%+8.8pp |
| Annual return | 16.16% | 91.27%-75.1pp | 386.44%-370.3pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,037 | $2,749-62.3% | $4,137-74.9% | $4,274-75.7% |
| Admin fee / account holder | $311 | $4,433-93.0% | $6,673-95.3% | $7,775-96.0% |