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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 | $24,846 | $196,972-87.4% | $182,262-86.4% | $198,609-87.5% |
| Participation rate | 94.4% | 85.7%+8.7pp | 84.2%+10.2pp | 82.4%+12.1pp |
| Annual return | 19.33% | 158.27%-138.9pp | 140.60%-121.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $898 | $5,364-83.2% | $5,046-82.2% | $5,055-82.2% |
| Participant deferral / active EE | $7,670 | $8,643-11.2% | $8,276-7.3% | $6,977+9.9% |
| Admin fee / account holder | $2,444 | $18,429-86.7% | $16,712-85.4% | $19,030-87.2% |