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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 | $20,258 | $106,524-81.0% | $152,301-86.7% | $87,485-76.8% |
| Participation rate | 84.6% | 75.8%+8.9pp | 82.4%+2.2pp | 68.9%+15.7pp |
| Annual return | 22.52% | 26.89%-4.4pp | 80.50%-58.0pp | 26.06%-3.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,676 | $6,525+33.0% | $8,004+8.4% | $4,274+103.0% |
| Admin fee / account holder | $4,074 | $8,287-50.8% | $14,398-71.7% | $7,775-47.6% |