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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 | $5,637 | $155,555-96.4% | $146,866-96.2% | $155,188-96.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.40% | 115.41%-95.0pp | 102.85%-82.5pp | 148.84%-128.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,513 | $8,044-56.3% | $7,759-54.7% | $6,531-46.2% |
| Admin fee / account holder | $2,090 | $14,755-85.8% | $13,620-84.7% | $14,480-85.6% |