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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 | $8,198 | $73,107-88.8% | $114,563-92.8% | $87,485-90.6% |
| Participation rate | 75.0% | 65.8%+9.2pp | 72.9%+2.1pp | 68.9%+6.1pp |
| Annual return | 19.45% | 19.47%0pp | 241.09%-221.6pp | 26.06%-6.6pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,069 | $3,144-34.2% | $4,142-50.0% | $4,274-51.6% |
| Admin fee / account holder | $438 | $5,770-92.4% | $7,623-94.3% | $7,775-94.4% |