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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 | $13,897 | $166,131-91.6% | $164,975-91.6% | $145,877-90.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.04% | 100.37%-95.3pp | 70.12%-65.1pp | 551.28%-546.2pp |
| Employer contribution / active EE | $1,020 | $5,276-80.7% | $4,343-76.5% | $4,663-78.1% |
| Participant deferral / active EE | $3,391 | $6,962-51.3% | $6,033-43.8% | $6,691-49.3% |
| Admin fee / account holder | $746 | $16,648-95.5% | $12,688-94.1% | $13,402-94.4% |