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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 | $26,163 | $116,412-77.5% | $156,181-83.2% | - |
| Participation rate | 80.8% | 77.9%+2.9pp | 78.8%+2.0pp | - |
| Annual return | 28.36% | 16.48%+11.9pp | 64.87%-36.5pp | - |
| Employer contribution / active EE | $0 | $2,587-100.0% | $4,294-100.0% | - |
| Participant deferral / active EE | $5,139 | $4,514+13.8% | $6,132-16.2% | - |
| Admin fee / account holder | $2,648 | $18,889-86.0% | $14,586-81.8% | - |