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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 | $19,396 | $153,311-87.3% | $109,313-82.3% | $273,972-92.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.30% | 29.86%-24.6pp | 22.07%-16.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,940 | $3,932-50.7% | $3,166-38.7% | $5,287-63.3% |
| Admin fee / account holder | $6,096 | $8,076-24.5% | $5,666+7.6% | $10,133-39.8% |