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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 | $7,583 | $48,011-84.2% | $63,803-88.1% | $82,637-90.8% |
| Participation rate | 79.5% | 66.6%+13.0pp | 72.7%+6.8pp | 68.1%+11.5pp |
| Annual return | 15.55% | 19.84%-4.3pp | 543.72%-528.2pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,054 | $2,846-63.0% | $3,843-72.6% | $4,126-74.5% |
| Admin fee / account holder | $1,118 | $3,873-71.1% | $5,196-78.5% | $7,339-84.8% |