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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 | $24,881 | $180,028-86.2% | $138,135-82.0% | $158,966-84.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 6.74% | 21.68%-14.9pp | 20.51%-13.8pp | 302.95%-296.2pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,154 | $7,717-59.1% | $6,431-51.0% | $5,983-47.3% |
| Admin fee / account holder | $2,078 | $17,912-88.4% | $11,856-82.5% | $11,250-81.5% |