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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 | $12,767 | $156,398-91.8% | $147,318-91.3% | $138,895-90.8% |
| Participation rate | 95.2% | 83.8%+11.5pp | 82.1%+13.2pp | 79.9%+15.3pp |
| Annual return | 22.50% | 78.75%-56.2pp | 70.43%-47.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,224 | $8,237-24.4% | $7,906-21.3% | $6,396-2.7% |
| Admin fee / account holder | $582 | $14,976-96.1% | $13,708-95.8% | $12,562-95.4% |