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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 | $22,603 | $123,000-81.6% | $105,582-78.6% | $198,609-88.6% |
| Participation rate | 93.8% | 76.8%+17.0pp | 71.8%+22.0pp | 82.4%+11.4pp |
| Annual return | 2709.95% | 18.31%+2691.6pp | 18.61%+2691.3pp | 202.70%+2507.3pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,341 | $5,013-33.3% | $4,353-23.2% | $6,977-52.1% |
| Admin fee / account holder | $4,517 | $16,254-72.2% | $12,856-64.9% | $19,030-76.3% |