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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 | $14,594 | $138,102-89.4% | $125,381-88.4% | $134,532-89.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.08% | 750.73%-760.8pp | 572.31%-582.4pp | 418.27%-428.4pp |
| Employer contribution / active EE | $448 | $5,245-91.5% | $4,815-90.7% | $4,741-90.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $346 | $11,568-97.0% | $10,007-96.5% | $11,429-97.0% |