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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 | $4,760 | $185,312-97.4% | $161,489-97.1% | $154,746-96.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 26.81% | 103.84%-77.0pp | 89.72%-62.9pp | 172.34%-145.5pp |
| Employer contribution / active EE | $499 | $4,769-89.5% | $4,268-88.3% | $4,379-88.6% |
| Participant deferral / active EE | $2,852 | $6,350-55.1% | $5,630-49.3% | $6,730-57.6% |
| Admin fee / account holder | $2,877 | $18,654-84.6% | $16,006-82.0% | $14,365-80.0% |