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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 | $10,197 | $85,766-88.1% | $136,297-92.5% | $70,131-85.5% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 23.15% | 31.45%-8.3pp | 5156.16%-5133.0pp | 73.14%-50.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,010 | $5,051+19.0% | $6,247-3.8% | $3,332+80.4% |
| Admin fee / account holder | $797 | $5,420-85.3% | $9,244-91.4% | $4,645-82.8% |