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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 | $2,559 | $114,013-97.8% | $103,693-97.5% | $155,188-98.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 80.8%+9.2pp |
| Annual return | 33.82% | 49.31%-15.5pp | 47.61%-13.8pp | 148.84%-115.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,620 | $4,970-67.4% | $4,579-64.6% | $6,531-75.2% |
| Admin fee / account holder | $346 | $8,407-95.9% | $7,858-95.6% | $14,480-97.6% |