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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 | $5,430 | $80,763-93.3% | $102,412-94.7% | $74,459-92.7% |
| Participation rate | 89.0% | 65.7%+23.4pp | 74.5%+14.5pp | 67.2%+21.8pp |
| Annual return | 36.75% | 27.57%+9.2pp | 24.94%+11.8pp | 1369.70%-1333.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,584 | $3,862-33.1% | $5,060-48.9% | $4,350-40.6% |
| Admin fee / account holder | $546 | $2,371-77.0% | $8,388-93.5% | $1,945-71.9% |