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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 | $13,795 | $181,898-92.4% | $156,552-91.2% | $273,970-95.0% |
| Participation rate | 86.4% | 88.4%-2.0pp | 84.0%+2.4pp | 83.0%+3.3pp |
| Annual return | 4.48% | 30.74%-26.3pp | 32.23%-27.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,142 | $5,550-25.4% | $4,871-15.0% | $5,287-21.7% |
| Admin fee / account holder | $9,558 | $15,560-38.6% | $13,028-26.6% | $10,132-5.7% |