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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 | $175,788 | $821,658-78.6% | $740,967-76.3% | $382,429-54.0% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 4.51% | 11.77%-7.3pp | 11.85%-7.3pp | 248.85%-244.3pp |
| Employer contribution / active EE | $3,590 | $11,052-67.5% | $10,506-65.8% | $8,036-55.3% |
| Participant deferral / active EE | $0 | $6,303-100.0% | $6,284-100.0% | $5,727-100.0% |
| Admin fee / account holder | $6,828 | $85,347-92.0% | $75,689-91.0% | $30,732-77.8% |