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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 | $3,027 | $48,337-93.7% | $67,560-95.5% | $80,959-96.3% |
| Participation rate | 84.0% | 66.4%+17.6pp | 72.9%+11.1pp | 67.7%+16.3pp |
| Annual return | 17.77% | 18.26%-0.5pp | 3533.50%-3515.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $272 | $2,023-86.6% | $2,737-90.1% | $2,757-90.1% |
| Participant deferral / active EE | $786 | $2,928-73.1% | $4,004-80.4% | $4,300-81.7% |
| Admin fee / account holder | $321 | $3,695-91.3% | $3,994-92.0% | $6,925-95.4% |