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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 | $19,910 | $227,291-91.2% | $214,702-90.7% | $155,188-87.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.62% | 60.08%-38.5pp | 54.55%-32.9pp | 148.84%-127.2pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,444 | $9,582-43.2% | $9,147-40.5% | $6,531-16.7% |
| Admin fee / account holder | $893 | $20,413-95.6% | $19,830-95.5% | $14,480-93.8% |