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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 | $6,457 | $108,911-94.1% | $100,392-93.6% | $145,884-95.6% |
| Participation rate | 88.2% | 83.0%+5.3pp | 81.5%+6.7pp | 80.3%+7.9pp |
| Annual return | 20.09% | 58.23%-38.1pp | 49.45%-29.4pp | 551.85%-531.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,121 | $8,459-51.3% | $8,090-49.1% | $6,690-38.4% |
| Admin fee / account holder | $727 | $9,698-92.5% | $7,904-90.8% | $13,392-94.6% |