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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 | $22,615 | $106,864-78.8% | $147,318-84.6% | $82,637-72.6% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.1%+9.2pp | 68.1%+23.2pp |
| Annual return | 17.51% | 27.49%-10.0pp | 70.43%-52.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $11 | $3,417-99.7% | $4,593-99.8% | $2,552-99.6% |
| Participant deferral / active EE | $5,027 | $6,496-22.6% | $7,906-36.4% | $4,126+21.8% |
| Admin fee / account holder | $1,287 | $8,415-84.7% | $13,708-90.6% | $7,339-82.5% |