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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 | $3,741 | $97,289-96.2% | $92,805-96.0% | $155,188-97.6% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 32.97% | 29.03%+3.9pp | 31.59%+1.4pp | 148.84%-115.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,069 | $8,795-65.1% | $8,448-63.7% | $6,531-53.0% |
| Admin fee / account holder | $319 | $12,015-97.3% | $10,911-97.1% | $14,480-97.8% |