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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 | $9,871 | $108,897-90.9% | $100,378-90.2% | $145,877-93.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.14% | 58.17%-35.0pp | 49.41%-26.3pp | 551.28%-528.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,793 | $8,455+15.8% | $8,087+21.1% | $6,691+46.4% |
| Admin fee / account holder | $1,564 | $9,690-83.9% | $7,899-80.2% | $13,402-88.3% |