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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 | $4,321 | $129,737-96.7% | $119,126-96.4% | $154,746-97.2% |
| Participation rate | 85.0% | 78.9%+6.1pp | 75.8%+9.2pp | 80.7%+4.3pp |
| Annual return | 24.21% | 379.08%-354.9pp | 282.11%-257.9pp | 172.34%-148.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,665 | $5,842-54.4% | $5,318-49.9% | $6,730-60.4% |
| Admin fee / account holder | $806 | $11,961-93.3% | $10,693-92.5% | $14,365-94.4% |