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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 | $7,830 | $102,382-92.4% | $147,005-94.7% | $80,874-90.3% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.2%+6.1pp | 67.6%+20.6pp |
| Annual return | 57.93% | 134.89%-77.0pp | 418.76%-360.8pp | 35.62%+22.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,468 | $6,646-32.8% | $8,070-44.6% | $4,297+4.0% |
| Admin fee / account holder | $766 | $7,942-90.4% | $13,006-94.1% | $6,935-89.0% |