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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 | $3,272 | $78,690-95.8% | $161,489-98.0% | $87,485-96.3% |
| Participation rate | 96.0% | 67.5%+28.5pp | 78.7%+17.3pp | 68.9%+27.1pp |
| Annual return | 23.71% | 32.74%-9.0pp | 89.72%-66.0pp | 26.06%-2.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,769 | $3,311-16.4% | $5,630-50.8% | $4,274-35.2% |
| Admin fee / account holder | $353 | $6,724-94.7% | $16,006-97.8% | $7,775-95.5% |