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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 | $17,711 | $116,412-84.8% | $156,181-88.7% | - |
| Participation rate | 89.9% | 77.9%+12.0pp | 78.8%+11.1pp | - |
| Annual return | 13.57% | 16.48%-2.9pp | 64.87%-51.3pp | - |
| Employer contribution / active EE | $0 | $2,587-100.0% | $4,294-100.0% | - |
| Participant deferral / active EE | $4,070 | $4,514-9.8% | $6,132-33.6% | - |
| Admin fee / account holder | $4,594 | $18,889-75.7% | $14,586-68.5% | - |