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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 | $10,602 | $63,845-83.4% | $81,370-87.0% | $80,959-86.9% |
| Participation rate | 90.6% | 63.9%+26.7pp | 69.5%+21.0pp | 67.7%+22.9pp |
| Annual return | 13.20% | 16.37%-3.2pp | 24.85%-11.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $10 | $1,980-99.5% | $2,464-99.6% | $2,757-99.6% |
| Participant deferral / active EE | $2,575 | $3,093-16.8% | $3,885-33.7% | $4,300-40.1% |
| Admin fee / account holder | $1,386 | $5,688-75.6% | $5,749-75.9% | $6,925-80.0% |