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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 | $7,274 | $166,268-95.6% | $165,100-95.6% | $145,897-95.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 10.98% | 100.52%-89.5pp | 70.21%-59.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $550 | $5,284-89.6% | $4,348-87.3% | $4,663-88.2% |
| Participant deferral / active EE | $2,609 | $6,964-62.5% | $6,035-56.8% | $6,689-61.0% |
| Admin fee / account holder | $607 | $16,659-96.4% | $12,696-95.2% | $13,390-95.5% |