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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 | $6,963 | $107,666-93.5% | $102,184-93.2% | $154,746-95.5% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.6%-11.2pp | 80.7%-9.3pp |
| Annual return | 51.87% | 29.33%+22.5pp | 31.58%+20.3pp | 172.34%-120.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,171 | $8,719-40.7% | $8,309-37.8% | $6,730-23.2% |
| Admin fee / account holder | $724 | $12,943-94.4% | $11,609-93.8% | $14,365-95.0% |