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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 | $5,519 | $111,787-95.1% | $93,681-94.1% | $145,978-96.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.13% | 203.52%-190.4pp | 133.47%-120.3pp | 550.52%-537.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,441 | $4,918-70.7% | $4,415-67.4% | $6,690-78.5% |
| Admin fee / account holder | $499 | $10,256-95.1% | $8,290-94.0% | $13,400-96.3% |