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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 | $19,281 | $93,598-79.4% | $135,974-85.8% | $75,173-74.4% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.2pp | 67.2%+14.9pp |
| Annual return | 37.02% | 30.89%+6.1pp | 68.30%-31.3pp | 160.72%-123.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,494 | $6,405+79.4% | $7,760+48.1% | $4,126+178.6% |
| Admin fee / account holder | $466 | $6,978-93.3% | $10,767-95.7% | $5,651-91.7% |