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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 | $13,833 | $86,949-84.1% | $102,460-86.5% | $80,959-82.9% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.7%+24.8pp |
| Annual return | 11.82% | 18.89%-7.1pp | 29.47%-17.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $518 | $2,370-78.1% | $3,025-82.9% | $2,757-81.2% |
| Participant deferral / active EE | $3,331 | $4,121-19.2% | $5,056-34.1% | $4,300-22.5% |
| Admin fee / account holder | $2,031 | $8,048-74.8% | $9,460-78.5% | $6,925-70.7% |