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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 | $19,285 | $99,875-80.7% | $146,866-86.9% | $86,983-77.8% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.5%-4.4pp | 69.5%+8.6pp |
| Annual return | 495.52% | 28.10%+467.4pp | 102.85%+392.7pp | 25.83%+469.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,947 | $6,322+9.9% | $7,759-10.5% | $4,194+65.6% |
| Admin fee / account holder | $519 | $7,838-93.4% | $13,620-96.2% | $7,856-93.4% |