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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 | $155,555-95.0% | $146,866-94.7% | $155,188-95.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 29.78% | 115.41%-85.6pp | 102.85%-73.1pp | 148.84%-119.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,725 | $8,044-41.3% | $7,759-39.1% | $6,531-27.7% |
| Admin fee / account holder | $1,164 | $14,755-92.1% | $13,620-91.5% | $14,480-92.0% |