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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 | $14,786 | $185,312-92.0% | $161,489-90.8% | $154,746-90.4% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.7%+14.6pp | 80.7%+12.6pp |
| Annual return | 183.37% | 103.84%+79.5pp | 89.72%+93.6pp | 172.34%+11.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,813 | $6,350-55.7% | $5,630-50.0% | $6,730-58.2% |
| Admin fee / account holder | $2,422 | $18,654-87.0% | $16,006-84.9% | $14,365-83.1% |