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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 | $7,327 | $198,457-96.3% | $170,435-95.7% | $147,586-95.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.58% | 257.30%-255.7pp | 205.94%-204.4pp | 578.59%-577.0pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,812 | $5,629-14.5% | $4,939-2.6% | $5,439-11.5% |
| Admin fee / account holder | $44,404 | $16,852+163.5% | $13,881+219.9% | $10,886+307.9% |