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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 | $33,185 | $88,137-62.3% | $164,975-79.9% | $74,429-55.4% |
| Participation rate | 77.7% | 73.1%+4.6pp | 78.6%-0.9pp | 67.2%+10.5pp |
| Annual return | 11.15% | 17.13%-6.0pp | 70.12%-59.0pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $513 | $2,597-80.3% | $4,343-88.2% | $2,625-80.5% |
| Participant deferral / active EE | $4,105 | $4,501-8.8% | $6,033-32.0% | $4,348-5.6% |
| Admin fee / account holder | $5,650 | $2,231+153.2% | $12,688-55.5% | $1,944+190.6% |