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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 | $14,215 | $135,956-89.5% | $123,894-88.5% | $273,972-94.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.84% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,489 | $6,343-60.8% | $5,984-58.4% | $5,287-52.9% |
| Admin fee / account holder | $2,323 | $9,817-76.3% | $8,357-72.2% | $10,133-77.1% |