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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 | $2,475 | $169,356-98.5% | $129,406-98.1% | $145,897-98.3% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 15.09% | 14418.62%-14403.5pp | 9468.18%-9453.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,895 | $4,987-62.0% | $4,167-54.5% | $6,689-71.7% |
| Admin fee / account holder | $320 | $9,915-96.8% | $7,689-95.8% | $13,390-97.6% |