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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 | $3,232 | $97,289-96.7% | $92,805-96.5% | $155,188-97.9% |
| Participation rate | 84.6% | 84.2%+0.4pp | 83.5%+1.1pp | 80.8%+3.8pp |
| Annual return | 0.00% | 29.03%-29.0pp | 31.59%-31.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,118 | $8,795-64.6% | $8,448-63.1% | $6,531-52.3% |
| Admin fee / account holder | $386 | $12,015-96.8% | $10,911-96.5% | $14,480-97.3% |