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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 | $1,226 | $134,817-99.1% | $123,973-99.0% | $155,188-99.2% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.7%-5.2pp | 80.8%-9.4pp |
| Annual return | 0.00% | 515.49%-515.5pp | 388.13%-388.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,779 | $5,706-68.8% | $5,247-66.1% | $6,531-72.8% |
| Admin fee / account holder | $400 | $13,245-97.0% | $11,799-96.6% | $14,480-97.2% |