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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 | $8,379 | $166,131-95.0% | $164,975-94.9% | $145,877-94.3% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 13.14% | 100.37%-87.2pp | 70.12%-57.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,278 | $6,962-24.2% | $6,033-12.5% | $6,691-21.1% |
| Admin fee / account holder | $970 | $16,648-94.2% | $12,688-92.4% | $13,402-92.8% |