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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 | $3,986 | $114,013-96.5% | $103,693-96.2% | $155,188-97.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.29% | 49.31%-28.0pp | 47.61%-26.3pp | 148.84%-127.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,087 | $4,970-78.1% | $4,579-76.3% | $6,531-83.4% |
| Admin fee / account holder | $370 | $8,407-95.6% | $7,858-95.3% | $14,480-97.4% |