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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 | $8,998 | $162,136-94.5% | $152,301-94.1% | $154,746-94.2% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 0.00% | 91.02%-91.0pp | 80.50%-80.5pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,162 | $8,341-26.1% | $8,004-23.0% | $6,730-8.4% |
| Admin fee / account holder | $619 | $15,759-96.1% | $14,398-95.7% | $14,365-95.7% |