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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 | $7,593 | $102,429-92.6% | $147,096-94.8% | $80,925-90.6% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | 65.60% | 135.02%-69.4pp | 419.75%-354.1pp | 35.65%+30.0pp |
| Employer contribution / active EE | $198 | $3,716-94.7% | $4,936-96.0% | $2,756-92.8% |
| Participant deferral / active EE | $3,356 | $6,649-49.5% | $8,071-58.4% | $4,299-21.9% |
| Admin fee / account holder | $3,019 | $7,957-62.1% | $13,005-76.8% | $6,940-56.5% |