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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 | $24,793 | $201,264-87.7% | $184,185-86.5% | $145,978-83.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 74.43% | 29.00%+45.4pp | 28.81%+45.6pp | 550.52%-476.1pp |
| Employer contribution / active EE | $1,209 | $7,021-82.8% | $6,426-81.2% | $4,662-74.1% |
| Participant deferral / active EE | $3,846 | $9,806-60.8% | $9,132-57.9% | $6,690-42.5% |
| Admin fee / account holder | $2,081 | $16,376-87.3% | $13,909-85.0% | $13,400-84.5% |