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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 | $29,849 | $37,864-21.2% | $62,624-52.3% | $37,864-21.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 88.9%+11.1pp | 68.6%+31.4pp |
| Annual return | 6.34% | 10.04%-3.7pp | 11.31%-5.0pp | 10.04%-3.7pp |
| Employer contribution / active EE | $1,868 | $16,070-88.4% | $3,987-53.1% | $16,070-88.4% |
| Participant deferral / active EE | $1,868 | $1,817+2.8% | $4,711-60.3% | $1,817+2.8% |
| Admin fee / account holder | $1,315 | $2,256-41.7% | $351+274.8% | $2,256-41.7% |