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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 | $20,898 | $272,150-92.3% | $271,250-92.3% | $259,158-91.9% |
| Participation rate | 100.0% | 100.0%0pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | 0.00% | 8.23%-8.2pp | 8.14%-8.1pp | 5.38%-5.4pp |
| Employer contribution / active EE | $1,178 | $26,442-95.5% | $26,869-95.6% | $22,268-94.7% |
| Participant deferral / active EE | $1,685 | $5,265-68.0% | $5,265-68.0% | $4,649-63.7% |
| Admin fee / account holder | $355 | $3,336-89.4% | $3,336-89.4% | $9,035-96.1% |