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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 | $10,932 | $24,209-54.8% | $74,311-85.3% | $24,209-54.8% |
| Participation rate | 96.7% | 93.3%+3.4pp | 87.6%+9.1pp | 93.3%+3.4pp |
| Annual return | 0.89% | 3.91%-3.0pp | 4.31%-3.4pp | 3.91%-3.0pp |
| Employer contribution / active EE | $0 | $8,642-100.0% | $2,395-100.0% | $8,642-100.0% |
| Participant deferral / active EE | $1,694 | $960+76.4% | $2,375-28.7% | $960+76.4% |
| Admin fee / account holder | $3,254 | $1,157+181.3% | $1,545+110.7% | $1,157+181.3% |