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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 | $9,849 | $87,733-88.8% | $106,554-90.8% | $85,851-88.5% |
| Participation rate | 93.8% | 71.9%+21.8pp | 76.1%+17.6pp | 69.3%+24.4pp |
| Annual return | 70.58% | 21.86%+48.7pp | 26.80%+43.8pp | 318.63%-248.1pp |
| Employer contribution / active EE | $1 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,258 | $3,469+109.2% | $4,398+65.0% | $3,952+83.6% |
| Admin fee / account holder | $2,656 | $6,767-60.8% | $7,408-64.1% | $6,261-57.6% |