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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 | $5,922 | $103,949-94.3% | $69,182-91.4% | $273,972-97.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.80% | 35.28%-28.5pp | -21.93%+28.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,337 | $2,716-50.8% | $1,897-29.5% | $5,287-74.7% |
| Admin fee / account holder | $1,271 | $3,671-65.4% | $2,697-52.9% | $10,133-87.5% |