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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 | $18,761 | $102,393-81.7% | $147,041-87.2% | $80,911-76.8% |
| Participation rate | 92.7% | 75.9%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 35.77% | 134.95%-99.2pp | 419.21%-383.4pp | 35.63%+0.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,541 | $6,647-31.7% | $8,071-43.7% | $4,297+5.7% |
| Admin fee / account holder | $1,218 | $7,943-84.7% | $13,006-90.6% | $6,935-82.4% |