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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 | $8,026 | $155,555-94.8% | $146,866-94.5% | $155,188-94.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.20% | 115.41%-100.2pp | 102.85%-87.7pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,509 | $8,044-6.7% | $7,759-3.2% | $6,531+15.0% |
| Admin fee / account holder | $3,791 | $14,755-74.3% | $13,620-72.2% | $14,480-73.8% |