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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 | $29,607 | $168,635-82.4% | $147,617-79.9% | $125,389-76.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.23% | 77.65%-78.9pp | 61.98%-63.2pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,152 | $6,252-81.6% | $5,564-79.3% | $4,866-76.3% |
| Participant deferral / active EE | $1,844 | $5,507-66.5% | $4,895-62.3% | $5,352-65.5% |
| Admin fee / account holder | $901 | $13,580-93.4% | $11,612-92.2% | $9,541-90.6% |