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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 | $37,542 | $479,618-92.2% | $354,591-89.4% | $479,618-92.2% |
| Participation rate | 100.0% | 89.3%+10.7pp | 100.0%0pp | 89.3%+10.7pp |
| Annual return | 1.48% | 101.32%-99.8pp | -0.55%+2.0pp | 101.32%-99.8pp |
| Employer contribution / active EE | $2,514 | $22,484-88.8% | $1,257+100.0% | $22,484-88.8% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $0 | $7,699-100.0% |
| Admin fee / account holder | $8,885 | $12,520-29.0% | $8,698+2.2% | $12,520-29.0% |