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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 | $6,202 | $126,661-95.1% | $113,397-94.5% | $138,895-95.5% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.5%-6.5pp | 79.9%-9.9pp |
| Annual return | 42.44% | 25.05%+17.4pp | 23.20%+19.2pp | 145.39%-103.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,526 | $5,693-20.5% | $5,076-10.8% | $6,396-29.2% |
| Admin fee / account holder | $1,088 | $14,549-92.5% | $11,957-90.9% | $12,562-91.3% |