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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 | $20,387 | $196,972-89.6% | $182,262-88.8% | $198,609-89.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 43.36% | 158.27%-114.9pp | 140.60%-97.2pp | 202.70%-159.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,909 | $8,643-8.5% | $8,276-4.4% | $6,977+13.4% |
| Admin fee / account holder | $1,917 | $18,429-89.6% | $16,712-88.5% | $19,030-89.9% |