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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 | $6,189 | $83,898-92.6% | $133,346-95.4% | $94,015-93.4% |
| Participation rate | 88.3% | 63.4%+25.0pp | 72.8%+15.5pp | 70.8%+17.5pp |
| Annual return | 19.20% | 16.00%+3.2pp | 36.85%-17.7pp | 17.84%+1.4pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,226 | $3,245-31.4% | $4,332-48.6% | $4,249-47.6% |
| Admin fee / account holder | $768 | $7,809-90.2% | $14,264-94.6% | $8,951-91.4% |