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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 | $7,902 | $165,381-95.2% | $149,730-94.7% | $158,966-95.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 39.70% | 348.29%-308.6pp | 276.70%-237.0pp | 302.95%-263.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,997 | $7,182-16.5% | $6,843-12.4% | $5,983+0.2% |
| Admin fee / account holder | $1,719 | $10,809-84.1% | $9,310-81.5% | $11,250-84.7% |