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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 | $978 | $90,607-98.9% | $79,467-98.8% | $135,380-99.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.98% | 977.74%-976.8pp | 718.30%-717.3pp | 519.81%-518.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,615 | $4,050+38.6% | $3,704+51.6% | $5,609+0.1% |
| Admin fee / account holder | $2,468 | $5,895-58.1% | $5,104-51.6% | $10,828-77.2% |