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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 | $12,249 | $165,361-92.6% | $149,715-91.8% | $158,950-92.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 24.45% | 348.24%-323.8pp | 276.66%-252.2pp | 302.91%-278.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,010 | $7,182-16.3% | $6,842-12.2% | $5,983+0.5% |
| Admin fee / account holder | $512 | $10,808-95.3% | $9,310-94.5% | $11,248-95.4% |