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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 | $3,332 | $76,519-95.6% | $56,025-94.1% | $145,897-97.7% |
| Participation rate | 94.1% | 63.2%+30.9pp | 52.5%+41.6pp | 80.3%+13.8pp |
| Annual return | 14.89% | 3017.03%-3002.1pp | 1712.69%-1697.8pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,638 | $2,624-37.6% | $1,955-16.2% | $6,689-75.5% |
| Admin fee / account holder | $351 | $3,331-89.5% | $2,828-87.6% | $13,390-97.4% |