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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 | $9,585 | $183,539-94.8% | $155,556-93.8% | $145,897-93.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.26% | 61.31%-54.0pp | 64.84%-57.6pp | 552.29%-545.0pp |
| Employer contribution / active EE | $567 | $5,315-89.3% | $4,675-87.9% | $4,663-87.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $713 | $19,275-96.3% | $15,885-95.5% | $13,390-94.7% |