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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 | $9,315 | $97,289-90.4% | $92,805-90.0% | $155,188-94.0% |
| Participation rate | 71.4% | 84.2%-12.7pp | 83.5%-12.1pp | 80.8%-9.4pp |
| Annual return | 23.50% | 29.03%-5.5pp | 31.59%-8.1pp | 148.84%-125.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,875 | $8,795-33.2% | $8,448-30.4% | $6,531-10.0% |
| Admin fee / account holder | $598 | $12,015-95.0% | $10,911-94.5% | $14,480-95.9% |