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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 | $9,890 | $156,616-93.7% | $133,346-92.6% | $198,609-95.0% |
| Participation rate | 91.3% | 77.7%+13.6pp | 72.8%+18.5pp | 82.4%+8.9pp |
| Annual return | 17.49% | 44.25%-26.8pp | 36.85%-19.4pp | 202.70%-185.2pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,455 | $4,920-29.8% | $4,332-20.3% | $6,977-50.5% |
| Admin fee / account holder | $2,480 | $17,468-85.8% | $14,264-82.6% | $19,030-87.0% |