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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 | $17,418 | $127,387-86.3% | $115,038-84.9% | $125,389-86.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.50% | 31.28%-26.8pp | 26.14%-21.6pp | 282.24%-277.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,791 | $6,423-25.4% | $6,026-20.5% | $5,352-10.5% |
| Admin fee / account holder | $2,230 | $9,516-76.6% | $8,175-72.7% | $9,541-76.6% |