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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 | $16,532 | $201,372-91.8% | $184,260-91.0% | $145,884-88.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.12% | 29.04%-28.9pp | 28.84%-28.7pp | 551.85%-551.7pp |
| Employer contribution / active EE | $405 | $7,024-94.2% | $6,427-93.7% | $4,662-91.3% |
| Participant deferral / active EE | $3,865 | $9,808-60.6% | $9,133-57.7% | $6,690-42.2% |
| Admin fee / account holder | $6,406 | $16,362-60.9% | $13,898-53.9% | $13,392-52.2% |