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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 | $7,366 | $71,873-89.8% | $86,698-91.5% | $68,490-89.2% |
| Participation rate | 78.7% | 72.2%+6.4pp | 76.6%+2.1pp | 67.9%+10.8pp |
| Annual return | -22.78% | 3.54%-26.3pp | 35.96%-58.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $495 | $2,173-77.2% | $2,837-82.5% | $2,597-80.9% |
| Participant deferral / active EE | $3,785 | $3,779+0.2% | $4,656-18.7% | $4,028-6.0% |
| Admin fee / account holder | $304 | $6,110-95.0% | $7,492-95.9% | $5,403-94.4% |