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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 | $8,828 | $176,105-95.0% | $159,474-94.5% | $167,536-94.7% |
| Participation rate | 94.4% | 85.0%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 23.82% | 331.91%-308.1pp | 263.68%-239.9pp | 478.82%-455.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,531 | $7,751-2.8% | $7,353+2.4% | $6,342+18.7% |
| Admin fee / account holder | $1,842 | $12,559-85.3% | $10,802-82.9% | $12,315-85.0% |