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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 | $15,023 | $162,136-90.7% | $152,301-90.1% | $154,746-90.3% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 20.34% | 91.02%-70.7pp | 80.50%-60.2pp | 172.34%-152.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,810 | $8,341-54.3% | $8,004-52.4% | $6,730-43.4% |
| Admin fee / account holder | $1,039 | $15,759-93.4% | $14,398-92.8% | $14,365-92.8% |