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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 | $3,056 | $159,978-98.1% | $147,041-97.9% | $145,978-97.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 21.22% | 98.36%-77.1pp | 419.21%-398.0pp | 550.52%-529.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,632 | $8,429-9.5% | $8,071-5.4% | $6,690+14.1% |
| Admin fee / account holder | $15,708 | $15,053+4.3% | $13,006+20.8% | $13,400+17.2% |