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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 | $10,701 | $183,627-94.2% | $155,602-93.1% | $145,978-92.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.36% | 61.32%-47.0pp | 64.81%-50.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $457 | $5,316-91.4% | $4,675-90.2% | $4,662-90.2% |
| Participant deferral / active EE | $2,977 | $6,466-54.0% | $5,629-47.1% | $6,690-55.5% |
| Admin fee / account holder | $6,308 | $19,327-67.4% | $15,923-60.4% | $13,400-52.9% |