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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,502 | $183,539-93.2% | $155,556-92.0% | $145,897-91.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 4.86% | 61.31%-56.4pp | 64.84%-60.0pp | 552.29%-547.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,885 | $6,467-9.0% | $5,631+4.5% | $6,689-12.0% |
| Admin fee / account holder | $38,063 | $19,275+97.5% | $15,885+139.6% | $13,390+184.3% |