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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 | $20,352 | $77,145-73.6% | $108,410-81.2% | $85,856-76.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.35% | 44.54%-28.2pp | 905.34%-889.0pp | 318.58%-302.2pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,230 | $5,566+29.9% | $6,562+10.2% | $3,952+82.9% |
| Admin fee / account holder | $2,485 | $5,172-51.9% | $7,296-65.9% | $6,261-60.3% |