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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 | $2,005 | $102,609-98.0% | $98,090-98.0% | $138,895-98.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 30.07% | 36.44%-6.4pp | 37.05%-7.0pp | 145.39%-115.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,383 | $8,167-46.3% | $7,845-44.1% | $6,396-31.5% |
| Admin fee / account holder | $1,139 | $11,434-90.0% | $11,815-90.4% | $12,562-90.9% |