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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 | $17,944 | $180,459-90.1% | $154,108-88.4% | $135,380-86.7% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | 4.25% | 888.21%-884.0pp | 735.21%-731.0pp | 519.81%-515.6pp |
| Employer contribution / active EE | $673 | $6,035-88.8% | $5,298-87.3% | $4,779-85.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $579 | $16,145-96.4% | $13,411-95.7% | $10,828-94.6% |