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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 | $2,559 | $102,595-97.5% | $94,057-97.3% | $154,746-98.3% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 33.82% | 583.42%-549.6pp | 480.62%-446.8pp | 172.34%-138.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,620 | $5,118-68.3% | $4,709-65.6% | $6,730-75.9% |
| Admin fee / account holder | $346 | $7,736-95.5% | $7,244-95.2% | $14,365-97.6% |