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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 | $19,536 | $142,354-86.3% | $125,529-84.4% | $155,188-87.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 20.24% | 306.06%-285.8pp | 202.56%-182.3pp | 148.84%-128.6pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,848 | $5,491+79.4% | $4,813+104.6% | $6,531+50.8% |
| Admin fee / account holder | $1,818 | $19,392-90.6% | $16,298-88.8% | $14,480-87.4% |