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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 | $7,714 | $162,136-95.2% | $152,301-94.9% | $154,746-95.0% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 29.78% | 91.02%-61.2pp | 80.50%-50.7pp | 172.34%-142.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,725 | $8,341-43.4% | $8,004-41.0% | $6,730-29.8% |
| Admin fee / account holder | $1,164 | $15,759-92.6% | $14,398-91.9% | $14,365-91.9% |