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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 | $10,392 | $139,948-92.6% | $121,663-91.5% | $154,746-93.3% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.5%+15.5pp | 80.7%+9.3pp |
| Annual return | 15.95% | 230.52%-214.6pp | 147.54%-131.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,446 | $5,629-38.8% | $4,887-29.5% | $6,730-48.8% |
| Admin fee / account holder | $798 | $17,321-95.4% | $14,289-94.4% | $14,365-94.4% |