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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 | $13,954 | $162,136-91.4% | $152,301-90.8% | $154,746-91.0% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 18.93% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,058 | $8,341-27.4% | $8,004-24.3% | $6,730-10.0% |
| Admin fee / account holder | $3,410 | $15,759-78.4% | $14,398-76.3% | $14,365-76.3% |