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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 | $11,812 | $181,062-93.5% | $158,223-92.5% | $155,188-92.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 132.70% | 57.39%+75.3pp | 52.09%+80.6pp | 148.84%-16.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,146 | $6,134+49.1% | $5,467+67.3% | $6,531+40.0% |
| Admin fee / account holder | $302 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |