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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 | $25,006 | $59,456-57.9% | $93,669-73.3% | $74,429-66.4% |
| Participation rate | 96.2% | 59.6%+36.5pp | 68.7%+27.4pp | 67.2%+28.9pp |
| Annual return | 12.58% | 82.00%-69.4pp | 133.59%-121.0pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $240 | $1,266-81.0% | $2,424-90.1% | $2,625-90.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2,599 | $3,026-14.1% | $8,291-68.7% | $1,944+33.7% |