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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 | $6,321 | $124,980-94.9% | $108,359-94.2% | $154,746-95.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.03% | 45.00%-27.0pp | 36.89%-18.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,313 | $4,743-72.3% | $4,137-68.3% | $6,730-80.5% |
| Admin fee / account holder | $644 | $11,502-94.4% | $9,741-93.4% | $14,365-95.5% |