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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 | $3,631 | $78,690-95.4% | $161,489-97.8% | $87,485-95.8% |
| Participation rate | 85.3% | 67.5%+17.8pp | 78.7%+6.6pp | 68.9%+16.4pp |
| Annual return | 19.12% | 32.74%-13.6pp | 89.72%-70.6pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,239 | $3,311-62.6% | $5,630-78.0% | $4,274-71.0% |
| Admin fee / account holder | $587 | $6,724-91.3% | $16,006-96.3% | $7,775-92.5% |