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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 | $12,281 | $202,345-93.9% | $172,755-92.9% | $152,885-92.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 33.40% | 1029.77%-996.4pp | 802.94%-769.5pp | 345.39%-312.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,177 | $5,948-13.0% | $5,198-0.4% | $5,851-11.5% |
| Admin fee / account holder | $438 | $17,111-97.4% | $13,955-96.9% | $11,598-96.2% |