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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 | $6,263 | $177,353-96.5% | $158,226-96.0% | $198,609-96.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 10.69% | 599.50%-588.8pp | 501.41%-490.7pp | 202.70%-192.0pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,912 | $4,615+6.4% | $4,317+13.8% | $6,977-29.6% |
| Admin fee / account holder | $2,908 | $10,960-73.5% | $10,217-71.5% | $19,030-84.7% |