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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 | $10,741 | $108,942-90.1% | $100,415-89.3% | $145,897-92.6% |
| Participation rate | 94.1% | 83.0%+11.1pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 14.83% | 58.27%-43.4pp | 49.47%-34.6pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,376 | $8,461-48.3% | $8,091-45.9% | $6,689-34.6% |
| Admin fee / account holder | $306 | $9,702-96.8% | $7,906-96.1% | $13,390-97.7% |