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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 | $10,231 | $213,785-95.2% | $185,441-94.5% | $155,188-93.4% |
| Participation rate | 90.0% | 83.2%+6.8pp | 80.3%+9.7pp | 80.8%+9.2pp |
| Annual return | 18.52% | 19.97%-1.4pp | 20.16%-1.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,233 | $6,864-38.3% | $6,152-31.2% | $6,531-35.2% |
| Admin fee / account holder | $426 | $21,134-98.0% | $17,890-97.6% | $14,480-97.1% |