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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 | $20,691 | $136,860-84.9% | $120,344-82.8% | $154,746-86.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 28.81% | 21.38%+7.4pp | 20.30%+8.5pp | 172.34%-143.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,408 | $5,793+45.1% | $5,135+63.7% | $6,730+24.9% |
| Admin fee / account holder | $363 | $15,393-97.6% | $12,742-97.1% | $14,365-97.5% |