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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 | $7,839 | $174,379-95.5% | $152,093-94.8% | $138,895-94.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.98% | 74.86%-50.9pp | 66.36%-42.4pp | 145.39%-121.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,561 | $6,159-58.4% | $5,451-53.0% | $6,396-60.0% |
| Admin fee / account holder | $381 | $16,880-97.7% | $14,497-97.4% | $12,562-97.0% |