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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 | $8,251 | $99,875-91.7% | $146,866-94.4% | $86,983-90.5% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 195.54% | 28.10%+167.4pp | 102.85%+92.7pp | 25.83%+169.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,622 | $6,322-26.9% | $7,759-40.4% | $4,194+10.2% |
| Admin fee / account holder | $354 | $7,838-95.5% | $13,620-97.4% | $7,856-95.5% |