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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 | $1,887 | $58,311-96.8% | $81,882-97.7% | $80,959-97.7% |
| Participation rate | 83.6% | 63.5%+20.2pp | 72.4%+11.2pp | 67.7%+16.0pp |
| Annual return | 13.92% | 41.85%-27.9pp | 779.47%-765.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,437 | $3,287-56.3% | $4,323-66.8% | $4,300-66.6% |
| Admin fee / account holder | $321 | $4,752-93.3% | $7,360-95.6% | $6,925-95.4% |