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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 | $109,422 | $344,842-68.3% | $334,005-67.2% | $338,137-67.6% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 23.07% | 10.03%+13.0pp | 9.83%+13.2pp | 13.05%+10.0pp |
| Employer contribution / active EE | $1,167 | $31,919-96.3% | $30,326-96.2% | $37,651-96.9% |
| Participant deferral / active EE | $5,088 | $67+7530.8% | $66+7592.9% | $49+10330.9% |
| Admin fee / account holder | $41,515 | $60,407-31.3% | $53,840-22.9% | $30,946+34.2% |