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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 | $3,943 | $201,370-98.0% | $184,256-97.9% | $145,897-97.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 29.05%-13.0pp | 28.85%-12.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,602 | $9,808-63.3% | $9,133-60.6% | $6,689-46.2% |
| Admin fee / account holder | $518 | $16,364-96.8% | $13,899-96.3% | $13,390-96.1% |