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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 | $18,149 | $132,310-86.3% | $105,754-82.8% | $273,972-93.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -0.29% | 10.08%-10.4pp | 12.25%-12.5pp | 41.46%-41.7pp |
| Employer contribution / active EE | $667 | $4,867-86.3% | $4,079-83.7% | $4,869-86.3% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $833 | $12,036-93.1% | $8,309-90.0% | $10,133-91.8% |