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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 | $1,286 | $45,031-97.1% | $85,009-98.5% | $77,671-98.3% |
| Participation rate | 74.7% | 48.7%+26.0pp | 67.5%+7.2pp | 70.6%+4.1pp |
| Annual return | 64.23% | 79.22%-15.0pp | 66.47%-2.2pp | 31.21%+33.0pp |
| Employer contribution / active EE | $15 | $1,609-99.1% | $2,728-99.5% | $2,726-99.5% |
| Participant deferral / active EE | $1,076 | $2,807-61.7% | $4,522-76.2% | $4,648-76.9% |
| Admin fee / account holder | $612 | $912-32.9% | $6,153-90.1% | $430+42.2% |