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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 | $8,445 | $138,312-93.9% | $122,979-93.1% | $155,188-94.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 45.24% | 22.06%+23.2pp | 20.12%+25.1pp | 148.84%-103.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,140 | $5,592+27.7% | $5,003+42.7% | $6,531+9.3% |
| Admin fee / account holder | $511 | $15,089-96.6% | $12,864-96.0% | $14,480-96.5% |