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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 | $14,776 | $176,105-91.6% | $159,474-90.7% | $167,536-91.2% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 12.27% | 331.91%-319.6pp | 263.68%-251.4pp | 478.82%-466.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,318 | $7,751-31.4% | $7,353-27.7% | $6,342-16.2% |
| Admin fee / account holder | $2,109 | $12,559-83.2% | $10,802-80.5% | $12,315-82.9% |