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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 | $13,569 | $223,823-93.9% | $211,142-93.6% | $154,746-91.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 26.98% | 50.39%-23.4pp | 46.84%-19.9pp | 172.34%-145.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $88,311 | $9,750+805.7% | $9,284+851.2% | $6,730+1212.1% |
| Admin fee / account holder | $41,961 | $19,707+112.9% | $19,076+120.0% | $14,365+192.1% |