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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 | $5,838 | $99,668-94.1% | $86,451-93.2% | $134,545-95.7% |
| Participation rate | 81.3% | 82.1%-0.8pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | 7.42% | 6789.61%-6782.2pp | 4398.51%-4391.1pp | 418.37%-410.9pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,674 | $7,249-35.5% | $6,953-32.8% | $6,401-27.0% |
| Admin fee / account holder | $1,541 | $8,377-81.6% | $6,734-77.1% | $11,431-86.5% |