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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 | $8,716 | $174,379-95.0% | $152,093-94.3% | $138,895-93.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 28.33% | 74.86%-46.5pp | 66.36%-38.0pp | 145.39%-117.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,284 | $6,159-30.4% | $5,451-21.4% | $6,396-33.0% |
| Admin fee / account holder | $1,043 | $16,880-93.8% | $14,497-92.8% | $12,562-91.7% |