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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 | $10,734 | $199,109-94.6% | $173,730-93.8% | $154,746-93.1% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 14.33% | 20.02%-5.7pp | 19.96%-5.6pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,837 | $7,113-60.1% | $6,326-55.2% | $6,730-57.9% |
| Admin fee / account holder | $1,443 | $20,916-93.1% | $17,523-91.8% | $14,365-90.0% |