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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 | $9,783 | $155,555-93.7% | $146,866-93.3% | $155,188-93.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 22.99% | 115.41%-92.4pp | 102.85%-79.9pp | 148.84%-125.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,912 | $8,044+10.8% | $7,759+14.9% | $6,531+36.5% |
| Admin fee / account holder | $3,254 | $14,755-77.9% | $13,620-76.1% | $14,480-77.5% |