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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 | $16,366 | $166,020-90.1% | $164,866-90.1% | $145,959-88.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.40% | 100.08%-78.7pp | 69.97%-48.6pp | 561.95%-540.5pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,190 | $6,961-68.5% | $6,033-63.7% | $6,689-67.3% |
| Admin fee / account holder | $1,687 | $16,644-89.9% | $12,689-86.7% | $13,398-87.4% |