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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 | $7,978 | $134,817-94.1% | $123,973-93.6% | $155,188-94.9% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.7%+12.2pp | 80.8%+8.1pp |
| Annual return | 18.24% | 515.49%-497.3pp | 388.13%-369.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,575 | $5,706-54.9% | $5,247-50.9% | $6,531-60.6% |
| Admin fee / account holder | $2,171 | $13,245-83.6% | $11,799-81.6% | $14,480-85.0% |