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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 | $9,865 | $289,211-96.6% | $260,467-96.2% | $198,609-95.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 27.36% | 112.90%-85.5pp | 100.60%-73.2pp | 202.70%-175.3pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,028 | $6,812-70.2% | $6,319-67.9% | $6,977-70.9% |
| Admin fee / account holder | $2,289 | $16,236-85.9% | $15,461-85.2% | $19,030-88.0% |