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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 | $6,667 | $183,516-96.4% | $155,534-95.7% | $145,884-95.4% |
| Participation rate | 79.2% | 82.7%-3.5pp | 78.2%+0.9pp | 80.3%-1.1pp |
| Annual return | 40.66% | 61.43%-20.8pp | 64.92%-24.3pp | 551.85%-511.2pp |
| Employer contribution / active EE | $393 | $5,315-92.6% | $4,675-91.6% | $4,662-91.6% |
| Participant deferral / active EE | $2,957 | $6,467-54.3% | $5,630-47.5% | $6,690-55.8% |
| Admin fee / account holder | $424 | $19,293-97.8% | $15,900-97.3% | $13,392-96.8% |