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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 | $22,529 | $197,625-88.6% | $177,840-87.3% | $158,966-85.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 5.03% | 58.76%-53.7pp | 48.32%-43.3pp | 302.95%-297.9pp |
| Employer contribution / active EE | $783 | $6,698-88.3% | $5,919-86.8% | $4,762-83.6% |
| Participant deferral / active EE | $3,798 | $8,405-54.8% | $7,714-50.8% | $5,983-36.5% |
| Admin fee / account holder | $1,281 | $15,405-91.7% | $12,431-89.7% | $11,250-88.6% |