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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 | $5,638 | $104,694-94.6% | $85,709-93.4% | $167,536-96.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.07% | 21.45%-8.4pp | 21.49%-8.4pp | 478.82%-465.7pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,958 | $4,826-18.0% | $3,924+0.9% | $6,342-37.6% |
| Admin fee / account holder | $368 | $10,035-96.3% | $6,876-94.7% | $12,315-97.0% |