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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 | $11,473 | $154,159-92.6% | $130,026-91.2% | $139,456-91.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 11.49% | 32.50%-21.0pp | -137.26%+148.7pp | 373.45%-362.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,761 | $6,710-44.0% | $5,821-35.4% | $6,711-44.0% |
| Admin fee / account holder | $359 | $14,001-97.4% | $10,608-96.6% | $11,407-96.9% |