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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 | $17,519 | $165,381-89.4% | $149,730-88.3% | $158,966-89.0% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 25.72% | 348.29%-322.6pp | 276.70%-251.0pp | 302.95%-277.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,407 | $7,182+3.1% | $6,843+8.2% | $5,983+23.8% |
| Admin fee / account holder | $2,426 | $10,809-77.6% | $9,310-73.9% | $11,250-78.4% |