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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 | $8,993 | $102,609-91.2% | $98,090-90.8% | $138,895-93.5% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 33.21% | 36.44%-3.2pp | 37.05%-3.8pp | 145.39%-112.2pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,144 | $8,167-37.0% | $7,845-34.4% | $6,396-19.6% |
| Admin fee / account holder | $946 | $11,434-91.7% | $11,815-92.0% | $12,562-92.5% |