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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 | $4,867 | $159,978-97.0% | $147,041-96.7% | $145,978-96.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.22% | 98.36%-76.1pp | 419.21%-397.0pp | 550.52%-528.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,029 | $8,429-64.1% | $8,071-62.5% | $6,690-54.7% |
| Admin fee / account holder | $374 | $15,053-97.5% | $13,006-97.1% | $13,400-97.2% |