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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 | $8,709 | $105,145-91.7% | $94,664-90.8% | $139,466-93.8% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 0.00% | 38.09%-38.1pp | 156.84%-156.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,524 | $7,599+12.2% | $7,417+14.9% | $6,712+27.0% |
| Admin fee / account holder | $485 | $8,972-94.6% | $7,222-93.3% | $11,409-95.8% |