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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 | $20,139 | $178,174-88.7% | $156,181-87.1% | $137,256-85.3% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 14.14% | 84.19%-70.1pp | 64.87%-50.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,360 | $6,888-22.2% | $6,132-12.6% | $6,407-16.3% |
| Admin fee / account holder | $10,332 | $17,404-40.6% | $14,586-29.2% | $12,270-15.8% |