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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 | $2,882 | $166,020-98.3% | $164,866-98.3% | $145,959-98.0% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 1.78% | 100.08%-98.3pp | 69.97%-68.2pp | 561.95%-560.2pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,607 | $6,961-62.6% | $6,033-56.8% | $6,689-61.0% |
| Admin fee / account holder | $1,502 | $16,644-91.0% | $12,689-88.2% | $13,398-88.8% |