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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 | $3,242 | $210,908-98.5% | $153,643-97.9% | $145,884-97.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.52% | 13.46%+6.1pp | 15.71%+3.8pp | 551.85%-532.3pp |
| Employer contribution / active EE | $0 | $6,055-100.0% | $5,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,202 | $7,976-59.9% | $6,754-52.6% | $6,690-52.1% |
| Admin fee / account holder | $332 | $19,477-98.3% | $12,739-97.4% | $13,392-97.5% |