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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 | $28,116 | $306,023-90.8% | $306,023-90.8% | $309,303-90.9% |
| Participation rate | 100.0% | 99.6%+0.4pp | 99.6%+0.4pp | 96.2%+3.8pp |
| Annual return | 20.29% | 10.35%+9.9pp | 10.51%+9.8pp | 6.50%+13.8pp |
| Employer contribution / active EE | $5,955 | $33,877-82.4% | $34,401-82.7% | $25,613-76.7% |
| Participant deferral / active EE | $0 | $8,201-100.0% | $7,898-100.0% | $6,481-100.0% |
| Admin fee / account holder | $323 | $17,975-98.2% | $17,975-98.2% | $31,748-99.0% |