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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 | $965 | $29,733-96.8% | $56,025-98.3% | $80,959-98.8% |
| Participation rate | 73.2% | 41.7%+31.4pp | 52.5%+20.7pp | 67.7%+5.5pp |
| Annual return | 113.63% | 35.28%+78.3pp | 1712.69%-1599.1pp | 35.67%+78.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $438 | $1,229-64.4% | $1,955-77.6% | $4,300-89.8% |
| Admin fee / account holder | $453 | $2,434-81.4% | $2,828-84.0% | $6,925-93.5% |