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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 | $3,545 | $78,027-95.5% | $178,528-98.0% | $80,925-95.6% |
| Participation rate | 85.5% | 65.7%+19.8pp | 77.1%+8.4pp | 67.7%+17.8pp |
| Annual return | 12.11% | 18.09%-6.0pp | 27.11%-15.0pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,037 | $4,408-53.8% | $6,278-67.6% | $4,299-52.6% |
| Admin fee / account holder | $2,609 | $7,168-63.6% | $10,419-75.0% | $6,940-62.4% |