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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 | $5,153 | $234,190-97.8% | $180,320-97.1% | $198,609-97.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 12.77% | 1057.44%-1044.7pp | 778.54%-765.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,098 | $4,988-78.0% | $4,304-74.5% | $6,977-84.3% |
| Admin fee / account holder | $1,849 | $12,558-85.3% | $10,000-81.5% | $19,030-90.3% |