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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 | $7,328 | $156,398-95.3% | $147,318-95.0% | $138,895-94.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.99% | 78.75%-53.8pp | 70.43%-45.4pp | 145.39%-120.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,106 | $8,237-25.9% | $7,906-22.8% | $6,396-4.5% |
| Admin fee / account holder | $8,474 | $14,976-43.4% | $13,708-38.2% | $12,562-32.5% |