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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 | $7,502 | $167,522-95.5% | $151,639-95.1% | $134,532-94.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 573.73% | 7.81%+565.9pp | 3.34%+570.4pp | 418.27%+155.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,566 | $8,986+51.0% | $8,363+62.2% | $6,401+111.9% |
| Admin fee / account holder | $615 | $13,780-95.5% | $11,613-94.7% | $11,429-94.6% |