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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 | $4,263 | $155,555-97.3% | $146,866-97.1% | $155,188-97.3% |
| Participation rate | 84.6% | 84.0%+0.7pp | 82.5%+2.1pp | 80.8%+3.8pp |
| Annual return | 25.90% | 115.41%-89.5pp | 102.85%-77.0pp | 148.84%-122.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,326 | $8,044-33.8% | $7,759-31.4% | $6,531-18.5% |
| Admin fee / account holder | $411 | $14,755-97.2% | $13,620-97.0% | $14,480-97.2% |