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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 | $16,893 | $165,361-89.8% | $149,715-88.7% | $158,950-89.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.62% | 348.24%-329.6pp | 276.66%-258.0pp | 302.91%-284.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,921 | $7,182-3.6% | $6,842+1.1% | $5,983+15.7% |
| Admin fee / account holder | $779 | $10,808-92.8% | $9,310-91.6% | $11,248-93.1% |