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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 | $19,826 | $198,461-90.0% | $170,436-88.4% | $147,585-86.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.91% | 257.30%-234.4pp | 205.94%-183.0pp | 578.57%-555.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,089 | $5,629-27.4% | $4,939-17.2% | $5,439-24.8% |
| Admin fee / account holder | $659 | $16,852-96.1% | $13,880-95.3% | $10,885-93.9% |