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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 | $24,827 | $138,385-82.1% | $184,243-86.5% | $80,925-69.3% |
| Participation rate | 86.5% | 83.9%+2.6pp | 86.8%-0.3pp | 67.7%+18.8pp |
| Annual return | 13.96% | 20.02%-6.1pp | 28.82%-14.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $1,350 | $4,851-72.2% | $6,427-79.0% | $2,756-51.0% |
| Participant deferral / active EE | $4,263 | $7,075-39.8% | $9,132-53.3% | $4,299-0.8% |
| Admin fee / account holder | $5,156 | $10,489-50.8% | $13,914-62.9% | $6,940-25.7% |