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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 | $7,095 | $63,365-88.8% | $91,994-92.3% | $72,976-90.3% |
| Participation rate | 85.2% | 72.5%+12.7pp | 78.6%+6.6pp | 69.5%+15.7pp |
| Annual return | 29.58% | 35.35%-5.8pp | 69.04%-39.5pp | 81.02%-51.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,811 | $4,883-42.4% | $5,924-52.5% | $3,608-22.1% |
| Admin fee / account holder | $739 | $4,670-84.2% | $7,744-90.5% | $5,124-85.6% |