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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 | $19,746 | $196,972-90.0% | $182,262-89.2% | $198,609-90.1% |
| Participation rate | 92.3% | 85.7%+6.6pp | 84.2%+8.1pp | 82.4%+9.9pp |
| Annual return | 20.93% | 158.27%-137.3pp | 140.60%-119.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,694 | $8,643-11.0% | $8,276-7.0% | $6,977+10.3% |
| Admin fee / account holder | $3,477 | $18,429-81.1% | $16,712-79.2% | $19,030-81.7% |