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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 | $7,785 | $107,733-92.8% | $92,985-91.6% | $154,746-95.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 12.18% | 30.39%-18.2pp | 27.99%-15.8pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,645 | $5,053-67.5% | $4,377-62.4% | $6,730-75.6% |
| Admin fee / account holder | $6,244 | $11,369-45.1% | $9,463-34.0% | $14,365-56.5% |