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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 | $10,406 | $181,062-94.3% | $158,223-93.4% | $155,188-93.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 21.02% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,079 | $6,134-49.8% | $5,467-43.7% | $6,531-52.9% |
| Admin fee / account holder | $440 | $18,825-97.7% | $16,047-97.3% | $14,480-97.0% |