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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 | $16,024 | $160,040-90.0% | $147,096-89.1% | $145,877-89.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.60% | 98.49%-89.9pp | 419.75%-411.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $225 | $5,289-95.7% | $4,936-95.4% | $4,663-95.2% |
| Participant deferral / active EE | $8,277 | $8,429-1.8% | $8,071+2.6% | $6,691+23.7% |
| Admin fee / account holder | $10,435 | $15,050-30.7% | $13,005-19.8% | $13,402-22.1% |