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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 | $554,306-90.3% | $53,7190% | $554,306-90.3% |
| Participation rate | 78.9% | 84.6%-5.7pp | 78.9%0pp | 84.6%-5.7pp |
| Annual return | 0.00% | 10.47%-10.5pp | 2.86%-2.9pp | 10.47%-10.5pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $1,364-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $857 | $3,690-76.8% | $8570% | $3,690-76.8% |
| Admin fee / account holder | $357 | $49,540-99.3% | $3570% | $49,540-99.3% |