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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 | $23,371 | $135,905-82.8% | $126,068-81.5% | $198,609-88.2% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.27% | 14.07%+5.2pp | 15.01%+4.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,289 | $8,523-14.5% | $8,214-11.3% | $6,977+4.5% |
| Admin fee / account holder | $757 | $21,036-96.4% | $18,264-95.9% | $19,030-96.0% |