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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 | $10,705 | $93,071-88.5% | $74,583-85.6% | $273,968-96.1% |
| Participation rate | 89.5% | 74.9%+14.5pp | 68.1%+21.4pp | 83.0%+6.5pp |
| Annual return | 5.68% | 26.18%-20.5pp | 20.47%-14.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $838 | $4,160-79.8% | $3,458-75.8% | $5,287-84.1% |
| Admin fee / account holder | $748 | $5,272-85.8% | $4,138-81.9% | $10,132-92.6% |