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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 | $162,152 | $162,1520% | $162,1520% | $328,120-50.6% |
| Participation rate | 100.0% | 100.0%0pp | 50.0%+50.0pp | 34.1%+65.9pp |
| Annual return | 1829.43% | 18.44%+1811.0pp | 17.66%+1811.8pp | 13.02%+1816.4pp |
| Employer contribution / active EE | $3,901 | $39,644-90.2% | $35,365-89.0% | $34,257-88.6% |
| Participant deferral / active EE | $7,730 | $284+2624.3% | $276+2700.0% | $62+12430.1% |
| Admin fee / account holder | $884 | $8840% | $8840% | $39,117-97.7% |