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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 | $8,544 | $97,289-91.2% | $92,805-90.8% | $155,188-94.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 22.95% | 29.03%-6.1pp | 31.59%-8.6pp | 148.84%-125.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,464 | $8,795-26.5% | $8,448-23.5% | $6,531-1.0% |
| Admin fee / account holder | $644 | $12,015-94.6% | $10,911-94.1% | $14,480-95.6% |