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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 | $19,843 | $87,106-77.2% | $105,607-81.2% | $80,935-75.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 41.04% | 17.01%+24.0pp | 116.11%-75.1pp | 35.66%+5.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,009 | $3,986+100.9% | $5,011+59.8% | $4,299+86.3% |
| Admin fee / account holder | $1,334 | $8,447-84.2% | $10,958-87.8% | $6,924-80.7% |