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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 | $13,459 | $127,387-89.4% | $115,038-88.3% | $125,389-89.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.28% | 31.28%-31.6pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $803 | $5,166-84.5% | $4,608-82.6% | $4,866-83.5% |
| Participant deferral / active EE | $2,974 | $6,423-53.7% | $6,026-50.7% | $5,352-44.4% |
| Admin fee / account holder | $546 | $9,516-94.3% | $8,175-93.3% | $9,541-94.3% |