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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 | $9,919 | $228,395-95.7% | $185,861-94.7% | $158,982-93.8% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 16.38% | 40.82%-24.4pp | 35.96%-19.6pp | 302.99%-286.6pp |
| Employer contribution / active EE | $475 | $4,968-90.4% | $4,088-88.4% | $4,763-90.0% |
| Participant deferral / active EE | $2,262 | $6,417-64.8% | $5,634-59.8% | $5,983-62.2% |
| Admin fee / account holder | $1,732 | $11,869-85.4% | $9,503-81.8% | $11,252-84.6% |