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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 | $8,349 | $139,948-94.0% | $121,663-93.1% | $154,746-94.6% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.5%+11.2pp | 80.7%+5.0pp |
| Annual return | 17.67% | 230.52%-212.8pp | 147.54%-129.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,474 | $5,629-38.3% | $4,887-28.9% | $6,730-48.4% |
| Admin fee / account holder | $685 | $17,321-96.0% | $14,289-95.2% | $14,365-95.2% |