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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 | $5,083 | $108,285-95.3% | $77,552-93.4% | $158,982-96.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 11.69% | 31.69%-20.0pp | 54.82%-43.1pp | 302.99%-291.3pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $294 | $2,455-88.0% | $1,861-84.2% | $5,983-95.1% |
| Admin fee / account holder | $1,163 | $3,709-68.6% | $2,859-59.3% | $11,252-89.7% |