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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 | $2,483 | $88,778-97.2% | $81,844-97.0% | $145,884-98.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.02% | 1033.03%-1018.0pp | 778.87%-763.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,204 | $4,648-74.1% | $4,323-72.2% | $6,690-82.0% |
| Admin fee / account holder | $527 | $8,430-93.8% | $7,355-92.8% | $13,392-96.1% |