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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 | $16,081 | $165,361-90.3% | $149,715-89.3% | $158,950-89.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.06% | 348.24%-332.2pp | 276.66%-260.6pp | 302.91%-286.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,891 | $7,182+9.9% | $6,842+15.3% | $5,983+31.9% |
| Admin fee / account holder | $10,746 | $10,808-0.6% | $9,310+15.4% | $11,248-4.5% |