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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 | $21,148 | $223,823-90.6% | $211,142-90.0% | $154,746-86.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.46% | 50.39%-31.9pp | 46.84%-28.4pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,289 | $9,750+5.5% | $9,284+10.8% | $6,730+52.9% |
| Admin fee / account holder | $2,649 | $19,707-86.6% | $19,076-86.1% | $14,365-81.6% |