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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 | $1,190 | $76,608-98.4% | $56,077-97.9% | $145,877-99.2% |
| Participation rate | 85.0% | 63.2%+21.8pp | 52.5%+32.5pp | 80.3%+4.7pp |
| Annual return | 12.14% | 3009.59%-2997.4pp | 1709.28%-1697.1pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $661 | $2,624-74.8% | $1,954-66.2% | $6,691-90.1% |
| Admin fee / account holder | $432 | $3,325-87.0% | $2,825-84.7% | $13,402-96.8% |