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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 | $8,333 | $155,555-94.6% | $146,866-94.3% | $155,188-94.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.33% | 115.41%-108.1pp | 102.85%-95.5pp | 148.84%-141.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,919 | $8,044-26.4% | $7,759-23.7% | $6,531-9.4% |
| Admin fee / account holder | $786 | $14,755-94.7% | $13,620-94.2% | $14,480-94.6% |