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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 | $22,938 | $213,785-89.3% | $185,441-87.6% | $155,188-85.2% |
| Participation rate | 91.7% | 83.2%+8.4pp | 80.3%+11.4pp | 80.8%+10.9pp |
| Annual return | 25.01% | 19.97%+5.0pp | 20.16%+4.8pp | 148.84%-123.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,881 | $6,864-14.3% | $6,152-4.4% | $6,531-10.0% |
| Admin fee / account holder | $1,538 | $21,134-92.7% | $17,890-91.4% | $14,480-89.4% |