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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 | $2,300 | $102,609-97.8% | $98,090-97.7% | $138,895-98.3% |
| Participation rate | 84.6% | 82.8%+1.8pp | 81.5%+3.1pp | 79.9%+4.7pp |
| Annual return | 26.57% | 36.44%-9.9pp | 37.05%-10.5pp | 145.39%-118.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,857 | $8,167-65.0% | $7,845-63.6% | $6,396-55.3% |
| Admin fee / account holder | $443 | $11,434-96.1% | $11,815-96.3% | $12,562-96.5% |