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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 | $7,939 | $99,875-92.1% | $146,866-94.6% | $86,983-90.9% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.5%+11.4pp | 69.5%+24.3pp |
| Annual return | 0.00% | 28.10%-28.1pp | 102.85%-102.9pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,085 | $6,322+12.1% | $7,759-8.7% | $4,194+68.9% |
| Admin fee / account holder | $1,148 | $7,838-85.4% | $13,620-91.6% | $7,856-85.4% |