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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 | $9,692 | $82,674-88.3% | $125,363-92.3% | $68,495-85.9% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -8.81% | -5.97%-2.8pp | 572.15%-581.0pp | -7.84%-1.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,164 | $6,111-48.2% | $7,447-57.5% | $4,028-21.4% |
| Admin fee / account holder | $2,528 | $6,276-59.7% | $10,005-74.7% | $5,403-53.2% |