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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 | $9,142 | $108,942-91.6% | $100,415-90.9% | $145,897-93.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 2308.76% | 58.27%+2250.5pp | 49.47%+2259.3pp | 552.29%+1756.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,914 | $8,461+17.2% | $8,091+22.5% | $6,689+48.2% |
| Admin fee / account holder | $7,672 | $9,702-20.9% | $7,906-3.0% | $13,390-42.7% |