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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 | $126,113-95.0% | $116,096-94.6% | $155,188-96.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 10.69% | 391.72%-381.0pp | 326.25%-315.6pp | 148.84%-138.2pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,912 | $4,162+18.0% | $3,952+24.3% | $6,531-24.8% |
| Admin fee / account holder | $2,908 | $8,045-63.9% | $7,704-62.3% | $14,480-79.9% |