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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 | $9,331 | $174,379-94.6% | $152,093-93.9% | $138,895-93.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 10.27% | 74.86%-64.6pp | 66.36%-56.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $662 | $4,652-85.8% | $4,175-84.2% | $4,194-84.2% |
| Participant deferral / active EE | $1,708 | $6,159-72.3% | $5,451-68.7% | $6,396-73.3% |
| Admin fee / account holder | $6,008 | $16,880-64.4% | $14,497-58.6% | $12,562-52.2% |