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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 | $10,138 | $154,228-93.4% | $145,433-93.0% | $137,256-92.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.58% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,935 | $8,216-52.1% | $7,897-50.2% | $6,407-38.6% |
| Admin fee / account holder | $3,384 | $14,344-76.4% | $13,129-74.2% | $12,270-72.4% |