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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 | $8,986 | $755,339-98.8% | $379,746-97.6% | $158,950-94.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 29.21% | 53.41%-24.2pp | 34.90%-5.7pp | 302.91%-273.7pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,888 | $7,938-0.6% | $6,024+30.9% | $5,983+31.9% |
| Admin fee / account holder | $1,125 | $14,482-92.2% | $7,927-85.8% | $11,248-90.0% |