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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 | $107,666-91.3% | $102,184-90.9% | $154,746-94.0% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.6%-11.2pp | 80.7%-9.3pp |
| Annual return | 23.50% | 29.33%-5.8pp | 31.58%-8.1pp | 172.34%-148.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,875 | $8,719-32.6% | $8,309-29.3% | $6,730-12.7% |
| Admin fee / account holder | $598 | $12,943-95.4% | $11,609-94.8% | $14,365-95.8% |