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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 | $2,614 | $84,685-96.9% | $73,836-96.5% | $125,389-97.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.19% | 3123.80%-3126.0pp | 2268.06%-2270.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $904 | $3,993-77.4% | $3,583-74.8% | $5,352-83.1% |
| Admin fee / account holder | $3,296 | $5,694-42.1% | $4,882-32.5% | $9,541-65.5% |