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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 | $22,153 | $213,957-89.6% | $149,745-85.2% | - |
| Participation rate | 72.7% | 79.5%-6.8pp | 82.5%-9.8pp | - |
| Annual return | 146.44% | 9.83%+136.6pp | 276.72%-130.3pp | - |
| Employer contribution / active EE | $0 | $3,868-100.0% | $4,646-100.0% | - |
| Participant deferral / active EE | $8,896 | $6,177+44.0% | $6,843+30.0% | - |
| Admin fee / account holder | $754 | $24,510-96.9% | $9,312-91.9% | - |