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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 | $11,995 | $155,555-92.3% | $146,866-91.8% | $155,188-92.3% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.5%+4.2pp | 80.8%+5.9pp |
| Annual return | 15.55% | 115.41%-99.9pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,968 | $8,044-0.9% | $7,759+2.7% | $6,531+22.0% |
| Admin fee / account holder | $5,854 | $14,755-60.3% | $13,620-57.0% | $14,480-59.6% |