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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 | $11,593 | $202,342-94.3% | $172,752-93.3% | $152,897-92.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 6.94% | 1029.83%-1022.9pp | 802.97%-796.0pp | 345.43%-338.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,009 | $5,948+17.8% | $5,198+34.8% | $5,851+19.8% |
| Admin fee / account holder | $13,133 | $17,111-23.3% | $13,955-5.9% | $11,599+13.2% |