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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 | $11,913 | $117,904-89.9% | $102,457-88.4% | $145,978-91.8% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 10.43% | 31.80%-21.4pp | 29.41%-19.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $721 | $3,613-80.0% | $3,022-76.1% | $4,662-84.5% |
| Participant deferral / active EE | $3,300 | $5,733-42.4% | $5,054-34.7% | $6,690-50.7% |
| Admin fee / account holder | $13,734 | $13,329+3.0% | $9,451+45.3% | $13,400+2.5% |