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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 | $182,442-94.6% | $163,379-94.0% | $138,895-92.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 27.36% | 72.74%-45.4pp | 63.41%-36.0pp | 145.39%-118.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,028 | $6,817-70.3% | $6,282-67.7% | $6,396-68.3% |
| Admin fee / account holder | $2,289 | $10,396-78.0% | $9,818-76.7% | $12,562-81.8% |