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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 | $6,614 | $100,911-93.4% | $90,440-92.7% | $158,966-95.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 18.40% | 1726.62%-1708.2pp | 1294.38%-1276.0pp | 302.95%-284.6pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,548 | $4,348-41.4% | $3,964-35.7% | $5,983-57.4% |
| Admin fee / account holder | $688 | $6,507-89.4% | $5,615-87.7% | $11,250-93.9% |