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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 | $6,764 | $107,030-93.7% | $73,550-90.8% | $147,586-95.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 12.30% | 38.25%-25.9pp | -15.16%+27.5pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $596 | $2,458-75.7% | $1,804-67.0% | $5,439-89.0% |
| Admin fee / account holder | $1,922 | $3,055-37.1% | $2,320-17.1% | $10,886-82.3% |