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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 | $10,367 | $10,3670% | $154,472-93.3% | $10,3670% |
| Participation rate | 97.6% | 97.6%0pp | 99.5%-1.9pp | 97.6%0pp |
| Annual return | 9.33% | 9.59%-0.3pp | 13.75%-4.4pp | 9.59%-0.3pp |
| Employer contribution / active EE | $432 | $5,818-92.6% | $4,536-90.5% | $5,818-92.6% |
| Participant deferral / active EE | $568 | $284+100.0% | $8,461-93.3% | $284+100.0% |
| Admin fee / account holder | $1,100 | $1,1000% | $1,396-21.2% | $1,1000% |