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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 | $8,349 | $177,595-95.3% | $148,496-94.4% | $198,609-95.8% |
| Participation rate | 85.7% | 79.3%+6.5pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 17.67% | 9.97%+7.7pp | 12.33%+5.3pp | 202.70%-185.0pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,474 | $5,539-37.3% | $4,808-27.7% | $6,977-50.2% |
| Admin fee / account holder | $685 | $27,010-97.5% | $19,547-96.5% | $19,030-96.4% |