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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 | $7,949 | $138,102-94.2% | $125,381-93.7% | $134,532-94.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.77% | 750.73%-761.5pp | 572.31%-583.1pp | 418.27%-429.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,183 | $7,801+4.9% | $7,448+9.9% | $6,401+27.8% |
| Admin fee / account holder | $2,913 | $11,568-74.8% | $10,007-70.9% | $11,429-74.5% |