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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 | $5,089 | $110,337-95.4% | $102,383-95.0% | $145,877-96.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 29.31% | 24.83%+4.5pp | 24.94%+4.4pp | 551.28%-522.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,106 | $5,621-62.5% | $5,060-58.4% | $6,691-68.5% |
| Admin fee / account holder | $1,009 | $9,750-89.7% | $8,391-88.0% | $13,402-92.5% |