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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 | $16,685 | $217,432-92.3% | $185,849-91.0% | $167,536-90.0% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 17.45% | 148.42%-131.0pp | 122.10%-104.6pp | 478.82%-461.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,951 | $6,357-22.1% | $5,569-11.1% | $6,342-21.9% |
| Admin fee / account holder | $1,149 | $19,818-94.2% | $16,244-92.9% | $12,315-90.7% |