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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 | $6,155 | $97,289-93.7% | $92,805-93.4% | $155,188-96.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 37.60% | 29.03%+8.6pp | 31.59%+6.0pp | 148.84%-111.2pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,566 | $8,795-25.4% | $8,448-22.3% | $6,531+0.5% |
| Admin fee / account holder | $1,416 | $12,015-88.2% | $10,911-87.0% | $14,480-90.2% |