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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 | $9,628 | $138,102-93.0% | $125,381-92.3% | $134,532-92.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.92% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,700 | $7,801+101.3% | $7,448+110.8% | $6,401+145.3% |
| Admin fee / account holder | $10,811 | $11,568-6.5% | $10,007+8.0% | $11,429-5.4% |