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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 | $10,242 | $155,555-93.4% | $146,866-93.0% | $155,188-93.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 63.96% | 115.41%-51.5pp | 102.85%-38.9pp | 148.84%-84.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,961 | $8,044-1.0% | $7,759+2.6% | $6,531+21.9% |
| Admin fee / account holder | $428 | $14,755-97.1% | $13,620-96.9% | $14,480-97.0% |