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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 | $18,280 | $209,422-91.3% | $178,503-89.8% | $158,982-88.5% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 17.57% | 188.81%-171.2pp | 151.12%-133.5pp | 302.99%-285.4pp |
| Employer contribution / active EE | $1,041 | $5,707-81.8% | $5,011-79.2% | $4,763-78.1% |
| Participant deferral / active EE | $2,504 | $5,955-57.9% | $5,202-51.9% | $5,983-58.1% |
| Admin fee / account holder | $1,163 | $17,079-93.2% | $13,987-91.7% | $11,252-89.7% |