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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 | $14,768 | $71,873-79.5% | $86,698-83.0% | $68,490-78.4% |
| Participation rate | 76.3% | 72.2%+4.0pp | 76.6%-0.3pp | 67.9%+8.4pp |
| Annual return | -20.32% | 3.54%-23.9pp | 35.96%-56.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,578 | $3,779+74.0% | $4,656+41.3% | $4,028+63.3% |
| Admin fee / account holder | $1,204 | $6,110-80.3% | $7,492-83.9% | $5,403-77.7% |