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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 | $24,884 | $98,760-74.8% | $149,715-83.4% | $79,858-68.8% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.5%-3.8pp | 69.6%+9.0pp |
| Annual return | 51.06% | 27.43%+23.6pp | 276.66%-225.6pp | 31.72%+19.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,006 | $5,681+40.9% | $6,842+17.0% | $3,740+114.0% |
| Admin fee / account holder | $786 | $6,053-87.0% | $9,310-91.6% | $5,306-85.2% |