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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 | $13,194 | $107,666-87.7% | $102,184-87.1% | $154,746-91.5% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 6.96% | 29.33%-22.4pp | 31.58%-24.6pp | 172.34%-165.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,498 | $8,719-25.5% | $8,309-21.8% | $6,730-3.5% |
| Admin fee / account holder | $23,745 | $12,943+83.5% | $11,609+104.5% | $14,365+65.3% |