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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 | $11,939 | $156,398-92.4% | $147,318-91.9% | $138,895-91.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.34% | 78.75%-52.4pp | 70.43%-44.1pp | 145.39%-119.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,248 | $8,237-48.4% | $7,906-46.3% | $6,396-33.6% |
| Admin fee / account holder | $306 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |