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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 | $3,828 | $162,136-97.6% | $152,301-97.5% | $154,746-97.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 39.59% | 91.02%-51.4pp | 80.50%-40.9pp | 172.34%-132.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,989 | $8,341-52.2% | $8,004-50.2% | $6,730-40.7% |
| Admin fee / account holder | $989 | $15,759-93.7% | $14,398-93.1% | $14,365-93.1% |