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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 | $138,312-85.0% | $122,979-83.2% | $155,188-86.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 28.81% | 22.06%+6.7pp | 20.12%+8.7pp | 148.84%-120.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,408 | $5,592+50.3% | $5,003+68.1% | $6,531+28.7% |
| Admin fee / account holder | $363 | $15,089-97.6% | $12,864-97.2% | $14,480-97.5% |