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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 | $8,270 | $155,555-94.7% | $146,866-94.4% | $155,188-94.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 104.58% | 115.41%-10.8pp | 102.85%+1.7pp | 148.84%-44.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,522 | $8,044-43.8% | $7,759-41.7% | $6,531-30.8% |
| Admin fee / account holder | $398 | $14,755-97.3% | $13,620-97.1% | $14,480-97.3% |