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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 | $12,651 | $181,062-93.0% | $158,223-92.0% | $155,188-91.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 10.46% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,456 | $6,134-11.1% | $5,467-0.2% | $6,531-16.5% |
| Admin fee / account holder | $3,786 | $18,825-79.9% | $16,047-76.4% | $14,480-73.9% |