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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 | $16,812 | $165,399-89.8% | $149,745-88.8% | $158,982-89.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 58.15% | 348.34%-290.2pp | 276.72%-218.6pp | 302.99%-244.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,789 | $7,183+78.1% | $6,843+86.9% | $5,983+113.7% |
| Admin fee / account holder | $330 | $10,811-97.0% | $9,312-96.5% | $11,252-97.1% |