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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 | $10,249 | $155,555-93.4% | $146,866-93.0% | $155,188-93.4% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 23.27% | 115.41%-92.1pp | 102.85%-79.6pp | 148.84%-125.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,679 | $8,044-17.0% | $7,759-13.9% | $6,531+2.3% |
| Admin fee / account holder | $2,947 | $14,755-80.0% | $13,620-78.4% | $14,480-79.7% |