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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 | $4,333 | $83,857-94.8% | - | $147,586-97.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | - | 82.8%+17.2pp |
| Annual return | 13.61% | 26.67%-13.1pp | - | 578.59%-565.0pp |
| Employer contribution / active EE | $0 | $3,062-100.0% | - | $4,876-100.0% |
| Participant deferral / active EE | $2,597 | $4,009-35.2% | - | $5,439-52.3% |
| Admin fee / account holder | $5,882 | $6,093-3.5% | - | $10,886-46.0% |