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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 | $7,006 | $148,629-95.3% | $135,982-94.8% | $139,487-95.0% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 25.91% | 79.33%-53.4pp | 68.32%-42.4pp | 373.84%-347.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,794 | $8,102-53.2% | $7,760-51.1% | $6,713-43.5% |
| Admin fee / account holder | $737 | $12,406-94.1% | $10,767-93.2% | $11,407-93.5% |