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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 | $15,941 | $160,040-90.0% | $147,096-89.2% | $145,877-89.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 24.04% | 98.49%-74.5pp | 419.75%-395.7pp | 551.28%-527.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,776 | $8,429-43.3% | $8,071-40.8% | $6,691-28.6% |
| Admin fee / account holder | $3,950 | $15,050-73.8% | $13,005-69.6% | $13,402-70.5% |