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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 | $26,821 | $198,462-86.5% | $170,439-84.3% | $147,585-81.8% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 14.87% | 257.30%-242.4pp | 205.94%-191.1pp | 578.58%-563.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,433 | $5,629-21.3% | $4,939-10.3% | $5,439-18.5% |
| Admin fee / account holder | $1,969 | $16,852-88.3% | $13,881-85.8% | $10,886-81.9% |