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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 | $14,768 | $227,399-93.5% | $189,758-92.2% | $198,609-92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.76% | 61.03%-48.3pp | 52.62%-39.9pp | 202.70%-189.9pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,104 | $6,837+62.4% | $5,856+89.6% | $6,977+59.2% |
| Admin fee / account holder | $14,269 | $25,162-43.3% | $20,388-30.0% | $19,030-25.0% |