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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 | $1,663 | $110,240-98.5% | $96,544-98.3% | $139,487-98.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.67% | 26.41%-17.7pp | 25.88%-17.2pp | 373.84%-365.2pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,143 | $5,549-43.4% | $4,851-35.2% | $6,713-53.2% |
| Admin fee / account holder | $4,173 | $11,602-64.0% | $8,254-49.4% | $11,407-63.4% |