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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 | $86,695 | $261,298-66.8% | $169,917-49.0% | $237,064-63.4% |
| Participation rate | 100.0% | 27.3%+72.7pp | 10.3%+89.7pp | 45.6%+54.4pp |
| Annual return | 5.82% | 6.80%-1.0pp | 7.98%-2.2pp | 4.16%+1.7pp |
| Employer contribution / active EE | $1,333 | $40,252-96.7% | $23,724-94.4% | $42,918-96.9% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $2,584 | $972+166.0% | $636+306.4% | $21,465-88.0% |