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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 | $14,750 | $33,246-55.6% | $146,031-89.9% | $33,246-55.6% |
| Participation rate | 100.0% | 92.1%+7.9pp | 100.0%0pp | 92.1%+7.9pp |
| Annual return | 12.70% | 11.10%+1.6pp | -9.97%+22.7pp | 11.10%+1.6pp |
| Employer contribution / active EE | $2,369 | $11,635-79.6% | $1,972+20.1% | $11,635-79.6% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $0 | $1,196-100.0% |
| Admin fee / account holder | $2,189 | $3,003-27.1% | $1,095+100.0% | $3,003-27.1% |