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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 | $86,223 | $352,355-75.5% | $137,379-37.2% | $352,355-75.5% |
| Participation rate | 100.0% | 89.9%+10.1pp | 72.3%+27.7pp | 89.9%+10.1pp |
| Annual return | 26.25% | 910.77%-884.5pp | -2.82%+29.1pp | 910.77%-884.5pp |
| Employer contribution / active EE | $13,571 | $9,649+40.6% | $4,807+182.4% | $9,649+40.6% |
| Participant deferral / active EE | $0 | $6,422-100.0% | $4,152-100.0% | $6,422-100.0% |
| Admin fee / account holder | $1,259 | $32,261-96.1% | $3,375-62.7% | $32,261-96.1% |