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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 | $3,781 | $72,071-94.8% | $68,368-94.5% | $137,256-97.2% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 18.70% | 353.14%-334.4pp | 292.57%-273.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,594 | $4,410-63.9% | $4,123-61.3% | $6,407-75.1% |
| Admin fee / account holder | $367 | $5,336-93.1% | $5,150-92.9% | $12,270-97.0% |