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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 | $6,759 | $185,312-96.4% | $161,489-95.8% | $154,746-95.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.99% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,018 | $6,350-52.5% | $5,630-46.4% | $6,730-55.2% |
| Admin fee / account holder | $33,317 | $18,654+78.6% | $16,006+108.2% | $14,365+131.9% |