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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 | $5,740 | $124,980-95.4% | $108,359-94.7% | $154,746-96.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.78% | 45.00%-29.2pp | 36.89%-21.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,824 | $4,743-19.4% | $4,137-7.6% | $6,730-43.2% |
| Admin fee / account holder | $3,711 | $11,502-67.7% | $9,741-61.9% | $14,365-74.2% |