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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 | $53,719 | $546,767-90.2% | $53,7190% | $546,767-90.2% |
| Participation rate | 78.9% | 84.6%-5.6pp | 78.9%0pp | 84.6%-5.6pp |
| Annual return | 0.00% | 10.48%-10.5pp | 1.43%-1.4pp | 10.48%-10.5pp |
| Employer contribution / active EE | $0 | $25,108-100.0% | $909-100.0% | $25,108-100.0% |
| Participant deferral / active EE | $857 | $3,683-76.7% | $428+100.0% | $3,683-76.7% |
| Admin fee / account holder | $357 | $48,677-99.3% | $3570% | $48,677-99.3% |