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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 | $10,476 | $90,509-88.4% | $78,693-86.7% | $273,968-96.2% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 20.32% | 75.61%-55.3pp | 62.18%-41.9pp | 41.45%-21.1pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,744 | $3,901-29.7% | $3,517-22.0% | $5,287-48.1% |
| Admin fee / account holder | $1,869 | $5,264-64.5% | $4,511-58.6% | $10,132-81.6% |