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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 | $11,751 | $165,399-92.9% | $149,745-92.2% | $158,982-92.6% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 24.65% | 348.34%-323.7pp | 276.72%-252.1pp | 302.99%-278.3pp |
| Employer contribution / active EE | $795 | $5,105-84.4% | $4,646-82.9% | $4,763-83.3% |
| Participant deferral / active EE | $3,100 | $7,183-56.8% | $6,843-54.7% | $5,983-48.2% |
| Admin fee / account holder | $1,061 | $10,811-90.2% | $9,312-88.6% | $11,252-90.6% |