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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 | $10,160 | $96,268-89.4% | $143,412-92.9% | $86,983-88.3% |
| Participation rate | 86.4% | 74.6%+11.8pp | 78.5%+7.9pp | 69.5%+16.8pp |
| Annual return | 17.74% | 25.47%-7.7pp | 256.99%-239.3pp | 25.83%-8.1pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,748-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,202 | $6,001-13.3% | $6,816-23.7% | $4,194+24.0% |
| Admin fee / account holder | $3,493 | $7,778-55.1% | $11,396-69.3% | $7,856-55.5% |