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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 | $24,740 | $185,141-86.6% | $153,416-83.9% | $155,188-84.1% |
| Participation rate | 76.2% | 79.9%-3.7pp | 74.3%+1.8pp | 80.8%-4.6pp |
| Annual return | 25.55% | 18.72%+6.8pp | 17.84%+7.7pp | 148.84%-123.3pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,921 | $5,477+26.4% | $4,723+46.5% | $6,531+6.0% |
| Admin fee / account holder | $10,898 | $16,005-31.9% | $13,095-16.8% | $14,480-24.7% |