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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 | $381 | $76,519-99.5% | $56,025-99.3% | $145,897-99.7% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 7.49% | 3017.03%-3009.5pp | 1712.69%-1705.2pp | 552.29%-544.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $651 | $2,624-75.2% | $1,955-66.7% | $6,689-90.3% |
| Admin fee / account holder | $784 | $3,331-76.5% | $2,828-72.3% | $13,390-94.1% |