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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 | $169,361-98.5% | $129,397-98.1% | $145,877-98.3% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 15.09% | 14395.54%-14380.5pp | 9453.98%-9438.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,895 | $4,987-62.0% | $4,167-54.5% | $6,691-71.7% |
| Admin fee / account holder | $320 | $9,903-96.8% | $7,679-95.8% | $13,402-97.6% |