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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 | $5,620 | $202,342-97.2% | $172,752-96.7% | $152,897-96.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.40% | 1029.83%-1024.4pp | 802.97%-797.6pp | 345.43%-340.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,680 | $5,948-38.1% | $5,198-29.2% | $5,851-37.1% |
| Admin fee / account holder | $600 | $17,111-96.5% | $13,955-95.7% | $11,599-94.8% |