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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 | $8,288 | $160,028-94.8% | $147,080-94.4% | $145,884-94.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 15.27% | 98.60%-83.3pp | 420.17%-404.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,833 | $8,422-66.4% | $8,066-64.9% | $6,690-57.6% |
| Admin fee / account holder | $531 | $15,030-96.5% | $12,989-95.9% | $13,392-96.0% |