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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 | $2,500 | $134,817-98.1% | $123,973-98.0% | $155,188-98.4% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.7%-3.9pp | 80.8%-8.1pp |
| Annual return | 0.00% | 515.49%-515.5pp | 388.13%-388.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,445 | $5,706-57.2% | $5,247-53.4% | $6,531-62.6% |
| Admin fee / account holder | $710 | $13,245-94.6% | $11,799-94.0% | $14,480-95.1% |