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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 | $6,600 | $138,102-95.2% | $125,381-94.7% | $134,532-95.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 18.25% | 750.73%-732.5pp | 572.31%-554.1pp | 418.27%-400.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,287 | $7,801-45.0% | $7,448-42.4% | $6,401-33.0% |
| Admin fee / account holder | $330 | $11,568-97.1% | $10,007-96.7% | $11,429-97.1% |