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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 | $4,901 | $108,912-95.5% | $100,383-95.1% | $145,959-96.6% |
| Participation rate | 94.7% | 83.0%+11.8pp | 81.5%+13.2pp | 80.3%+14.5pp |
| Annual return | 0.00% | 57.96%-58.0pp | 49.26%-49.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,582 | $8,451-33.9% | $8,086-31.0% | $6,689-16.5% |
| Admin fee / account holder | $528 | $9,690-94.6% | $7,900-93.3% | $13,398-96.1% |