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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 | $44,709 | $167,415-73.3% | $140,514-68.2% | $198,609-77.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 12.71% | 13.85%-1.1pp | 14.36%-1.6pp | 202.70%-190.0pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,197 | $5,579+100.7% | $4,919+127.7% | $6,977+60.5% |
| Admin fee / account holder | $12,069 | $16,730-27.9% | $13,697-11.9% | $19,030-36.6% |