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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 | $8,357 | $108,911-92.3% | $100,392-91.7% | $145,884-94.3% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 15.08% | 58.23%-43.2pp | 49.45%-34.4pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,093 | $8,459-51.6% | $8,090-49.4% | $6,690-38.8% |
| Admin fee / account holder | $369 | $9,698-96.2% | $7,904-95.3% | $13,392-97.2% |