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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 | $3,052 | $154,209-98.0% | $130,062-97.7% | $139,487-97.8% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.2pp | 80.3%+13.4pp |
| Annual return | 16.62% | 32.52%-15.9pp | -137.37%+154.0pp | 373.84%-357.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,978 | $6,709-70.5% | $5,821-66.0% | $6,713-70.5% |
| Admin fee / account holder | $1,530 | $13,988-89.1% | $10,601-85.6% | $11,407-86.6% |