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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 | $14,491 | $106,864-86.4% | $147,318-90.2% | $82,637-82.5% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.1%+1.3pp | 68.1%+15.3pp |
| Annual return | 20.58% | 27.49%-6.9pp | 70.43%-49.8pp | 53.51%-32.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,803 | $6,496-10.7% | $7,906-26.6% | $4,126+40.7% |
| Admin fee / account holder | $1,041 | $8,415-87.6% | $13,708-92.4% | $7,339-85.8% |