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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 | $19,134 | $96,123-80.1% | $77,361-75.3% | $198,609-90.4% |
| Participation rate | 95.5% | 81.1%+14.3pp | 75.0%+20.5pp | 82.4%+13.1pp |
| Annual return | 8.57% | 2054.81%-2046.2pp | 1011.54%-1003.0pp | 202.70%-194.1pp |
| Employer contribution / active EE | $174 | $3,791-95.4% | $2,990-94.2% | $5,055-96.6% |
| Participant deferral / active EE | $1,764 | $4,975-64.5% | $3,911-54.9% | $6,977-74.7% |
| Admin fee / account holder | $3,772 | $9,471-60.2% | $5,894-36.0% | $19,030-80.2% |