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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,531 | $77,905-98.0% | $149,682-99.0% | $75,173-98.0% |
| Participation rate | 78.0% | 65.6%+12.4pp | 78.8%-0.8pp | 67.2%+10.8pp |
| Annual return | 77.49% | 31.72%+45.8pp | 134.35%-56.9pp | 160.65%-83.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,689 | $3,411-50.5% | $5,681-70.3% | $4,126-59.1% |
| Admin fee / account holder | $365 | $5,957-93.9% | $13,210-97.2% | $5,651-93.5% |