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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 | $2,442 | $67,823-96.4% | $52,425-95.3% | $137,256-98.2% |
| Participation rate | 91.7% | 63.9%+27.8pp | 55.6%+36.0pp | 80.0%+11.7pp |
| Annual return | 29.07% | 219.11%-190.0pp | 302.12%-273.1pp | 220.34%-191.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,376 | $2,288+47.6% | $1,790+88.6% | $6,407-47.3% |
| Admin fee / account holder | $466 | $2,844-83.6% | $2,495-81.3% | $12,270-96.2% |