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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 | $10,241 | $156,398-93.5% | $147,318-93.0% | $138,895-92.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 78.84% | 78.75%+0.1pp | 70.43%+8.4pp | 145.39%-66.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,405 | $8,237-34.4% | $7,906-31.6% | $6,396-15.5% |
| Admin fee / account holder | $706 | $14,976-95.3% | $13,708-94.9% | $12,562-94.4% |