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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 | $29,851 | $196,972-84.8% | $182,262-83.6% | $198,609-85.0% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 21.93% | 158.27%-136.3pp | 140.60%-118.7pp | 202.70%-180.8pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,999 | $8,643-30.6% | $8,276-27.5% | $6,977-14.0% |
| Admin fee / account holder | $4,398 | $18,429-76.1% | $16,712-73.7% | $19,030-76.9% |