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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 | $13,809 | $197,819-93.0% | $155,789-91.1% | $125,389-89.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.74% | 86.73%-88.5pp | 71.54%-73.3pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,363 | $5,631-22.5% | $4,798-9.1% | $5,352-18.5% |
| Admin fee / account holder | $320 | $9,544-96.6% | $7,477-95.7% | $9,541-96.6% |