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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 | $9,328 | $107,368-91.3% | $92,915-90.0% | $152,909-93.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 2.72% | 145.64%-142.9pp | 109.45%-106.7pp | 345.46%-342.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,947 | $4,848+22.7% | $4,238+40.3% | $5,851+1.6% |
| Admin fee / account holder | $1,451 | $7,082-79.5% | $5,796-75.0% | $11,601-87.5% |