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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 | $7,767 | $185,312-95.8% | $161,489-95.2% | $154,746-95.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.99% | 103.84%-89.8pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,260 | $6,350-64.4% | $5,630-59.9% | $6,730-66.4% |
| Admin fee / account holder | $1,119 | $18,654-94.0% | $16,006-93.0% | $14,365-92.2% |