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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 | $7,988 | $155,555-94.9% | $146,866-94.6% | $155,188-94.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 26.99% | 115.41%-88.4pp | 102.85%-75.9pp | 148.84%-121.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,113 | $8,044-48.9% | $7,759-47.0% | $6,531-37.0% |
| Admin fee / account holder | $305 | $14,755-97.9% | $13,620-97.8% | $14,480-97.9% |