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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 | $5,929 | $155,555-96.2% | $146,866-96.0% | $155,188-96.2% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 49.73% | 115.41%-65.7pp | 102.85%-53.1pp | 148.84%-99.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,792 | $8,044-28.0% | $7,759-25.3% | $6,531-11.3% |
| Admin fee / account holder | $3,595 | $14,755-75.6% | $13,620-73.6% | $14,480-75.2% |