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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 | $15,746 | $81,476-80.7% | $102,383-84.6% | $80,925-80.5% |
| Participation rate | 97.2% | 66.8%+30.4pp | 74.5%+22.7pp | 67.7%+29.6pp |
| Annual return | 9.75% | 25.59%-15.8pp | 24.94%-15.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $474 | $3,105-84.7% | $3,870-87.7% | $2,756-82.8% |
| Participant deferral / active EE | $1,804 | $3,871-53.4% | $5,060-64.3% | $4,299-58.0% |
| Admin fee / account holder | $6,262 | $6,717-6.8% | $8,391-25.4% | $6,940-9.8% |