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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 | $2,700 | $29,319-90.8% | $52,425-94.8% | $82,448-96.7% |
| Participation rate | 78.8% | 46.9%+32.0pp | 55.6%+23.2pp | 68.1%+10.8pp |
| Annual return | 20.75% | 535.20%-514.4pp | 302.12%-281.4pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,757 | $1,171+50.0% | $1,790-1.9% | $4,139-57.6% |
| Admin fee / account holder | $471 | $1,962-76.0% | $2,495-81.1% | $7,234-93.5% |