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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 | $22,247 | $183,978-87.9% | $162,171-86.3% | $152,885-85.4% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.5%+11.7pp |
| Annual return | 40.05% | 150.78%-110.7pp | 115.60%-75.5pp | 345.39%-305.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,429 | $8,033+67.2% | $7,297+84.0% | $5,851+129.5% |
| Admin fee / account holder | $1,300 | $13,122-90.1% | $10,843-88.0% | $11,598-88.8% |