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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 | $6,394 | $181,062-96.5% | $158,223-96.0% | $155,188-95.9% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 38.37% | 57.39%-19.0pp | 52.09%-13.7pp | 148.84%-110.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,228 | $6,134+17.8% | $5,467+32.2% | $6,531+10.7% |
| Admin fee / account holder | $6,561 | $18,825-65.1% | $16,047-59.1% | $14,480-54.7% |