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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 | $11,712 | $33,246-64.8% | $35,483-67.0% | $33,246-64.8% |
| Participation rate | 96.7% | 92.1%+4.6pp | 92.2%+4.5pp | 92.1%+4.6pp |
| Annual return | 9.03% | 11.10%-2.1pp | 10.66%-1.6pp | 11.10%-2.1pp |
| Employer contribution / active EE | $0 | $11,635-100.0% | $2,141-100.0% | $11,635-100.0% |
| Participant deferral / active EE | $1,607 | $1,196+34.4% | $2,253-28.7% | $1,196+34.4% |
| Admin fee / account holder | $2,029 | $3,003-32.4% | $1,043+94.6% | $3,003-32.4% |