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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 | $9,475 | $102,422-90.7% | $147,117-93.6% | $80,959-88.3% |
| Participation rate | 83.8% | 75.9%+7.9pp | 82.2%+1.6pp | 67.7%+16.1pp |
| Annual return | 12.21% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $69 | $3,717-98.1% | $4,932-98.6% | $2,757-97.5% |
| Participant deferral / active EE | $7,356 | $6,652+10.6% | $8,065-8.8% | $4,300+71.1% |
| Admin fee / account holder | $3,432 | $7,953-56.8% | $12,993-73.6% | $6,925-50.4% |