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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 | $30,775 | $531,693-94.2% | $94,285-67.4% | $531,693-94.2% |
| Participation rate | 93.8% | 85.7%+8.0pp | 93.1%+0.6pp | 85.7%+8.0pp |
| Annual return | -15.76% | -13.27%-2.5pp | -24.54%+8.8pp | -13.27%-2.5pp |
| Employer contribution / active EE | $1,474 | $26,843-94.5% | $4,545-67.6% | $26,843-94.5% |
| Participant deferral / active EE | $2,668 | $7,797-65.8% | $5,340-50.0% | $7,797-65.8% |
| Admin fee / account holder | $1,535 | $75,116-98.0% | $1,383+11.0% | $75,116-98.0% |