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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 | $3,940 | $105,929-96.3% | $81,926-95.2% | $158,950-97.5% |
| Participation rate | 73.7% | 75.6%-1.9pp | 72.0%+1.7pp | 82.0%-8.3pp |
| Annual return | 16.94% | 38.19%-21.2pp | 29.49%-12.6pp | 302.91%-286.0pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,490 | $13,007-88.5% | $7,108-79.0% | $5,983-75.1% |
| Admin fee / account holder | $546 | $8,492-93.6% | $5,159-89.4% | $11,248-95.1% |