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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 | $10,748 | $156,398-93.1% | $147,318-92.7% | $138,895-92.3% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 17.29% | 78.75%-61.5pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,990 | $8,237-51.6% | $7,906-49.5% | $6,396-37.6% |
| Admin fee / account holder | $813 | $14,976-94.6% | $13,708-94.1% | $12,562-93.5% |