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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 | $7,291 | $82,674-91.2% | $125,363-94.2% | $68,495-89.4% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | 8.03% | -5.97%+14.0pp | 572.15%-564.1pp | -7.84%+15.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,660 | $6,111-23.7% | $7,447-37.4% | $4,028+15.7% |
| Admin fee / account holder | $1,291 | $6,276-79.4% | $10,005-87.1% | $5,403-76.1% |