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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 | $24,290 | $202,342-88.0% | $172,753-85.9% | $152,909-84.1% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 21.39% | 1029.88%-1008.5pp | 803.00%-781.6pp | 345.46%-324.1pp |
| Employer contribution / active EE | $866 | $5,857-85.2% | $5,144-83.2% | $4,764-81.8% |
| Participant deferral / active EE | $2,191 | $5,948-63.2% | $5,198-57.8% | $5,851-62.6% |
| Admin fee / account holder | $452 | $17,112-97.4% | $13,956-96.8% | $11,601-96.1% |