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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 | $6,275 | $154,228-95.9% | $145,433-95.7% | $137,256-95.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 11.83% | 74.59%-62.8pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,640 | $8,216-67.9% | $7,897-66.6% | $6,407-58.8% |
| Admin fee / account holder | $4,410 | $14,344-69.3% | $13,129-66.4% | $12,270-64.1% |