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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 | $34,890 | $309,303-88.7% | $147,955-76.4% | $309,303-88.7% |
| Participation rate | 100.0% | 96.2%+3.8pp | 93.3%+6.7pp | 96.2%+3.8pp |
| Annual return | 7.65% | 6.50%+1.1pp | 9.57%-1.9pp | 6.50%+1.1pp |
| Employer contribution / active EE | $2,563 | $25,613-90.0% | $9,679-73.5% | $25,613-90.0% |
| Participant deferral / active EE | $0 | $6,481-100.0% | $8,748-100.0% | $6,481-100.0% |
| Admin fee / account holder | $1,229 | $31,748-96.1% | $811+51.5% | $31,748-96.1% |