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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 | $21,369 | $157,276-86.4% | $141,177-84.9% | $152,885-86.0% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 29.06% | 64.33%-35.3pp | 71.40%-42.3pp | 345.39%-316.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,832 | $7,110+24.2% | $6,710+31.6% | $5,851+51.0% |
| Admin fee / account holder | $7,559 | $12,123-37.6% | $10,263-26.3% | $11,598-34.8% |