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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 | $8,898 | $148,623-94.0% | $135,974-93.5% | $139,466-93.6% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 55.79% | 79.30%-23.5pp | 68.30%-12.5pp | 373.66%-317.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,441 | $8,103+28.9% | $7,760+34.6% | $6,712+55.6% |
| Admin fee / account holder | $1,995 | $12,406-83.9% | $10,767-81.5% | $11,409-82.5% |