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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 | $18,712 | $77,358-75.8% | $102,184-81.7% | $87,485-78.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 49.68% | 41.11%+8.6pp | 31.58%+18.1pp | 26.06%+23.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,335 | $6,753+67.9% | $8,309+36.4% | $4,274+165.2% |
| Admin fee / account holder | $682 | $6,809-90.0% | $11,609-94.1% | $7,775-91.2% |