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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 | $7,769 | $138,312-94.4% | $122,979-93.7% | $155,188-95.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 10.82% | 22.06%-11.2pp | 20.12%-9.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,845 | $5,592-49.1% | $5,003-43.1% | $6,531-56.4% |
| Admin fee / account holder | $4,373 | $15,089-71.0% | $12,864-66.0% | $14,480-69.8% |