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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 | $9,075 | $107,666-91.6% | $102,184-91.1% | $154,746-94.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 39.95% | 29.33%+10.6pp | 31.58%+8.4pp | 172.34%-132.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,685 | $8,719-23.3% | $8,309-19.5% | $6,730-0.7% |
| Admin fee / account holder | $2,564 | $12,943-80.2% | $11,609-77.9% | $14,365-82.2% |