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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 | $3,978 | $182,442-97.8% | $163,379-97.6% | $138,895-97.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.89% | 72.74%-57.8pp | 63.41%-48.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,778 | $6,817-73.9% | $6,282-71.7% | $6,396-72.2% |
| Admin fee / account holder | $5,862 | $10,396-43.6% | $9,818-40.3% | $12,562-53.3% |