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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 | $8,177 | $208,088-96.1% | $186,193-95.6% | $154,746-94.7% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.1%+12.9pp | 80.7%+9.3pp |
| Annual return | 18.59% | 89.97%-71.4pp | 78.03%-59.4pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,217 | $7,078-68.7% | $6,513-66.0% | $6,730-67.1% |
| Admin fee / account holder | $1,041 | $11,698-91.1% | $11,058-90.6% | $14,365-92.8% |