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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 | $15,101 | $159,978-90.6% | $147,041-89.7% | $145,978-89.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.55% | 98.36%-79.8pp | 419.21%-400.7pp | 550.52%-532.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,379 | $8,429+106.2% | $8,071+115.3% | $6,690+159.8% |
| Admin fee / account holder | $10,825 | $15,053-28.1% | $13,006-16.8% | $13,400-19.2% |