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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 | $3,490 | $181,896-98.1% | $156,551-97.8% | $273,972-98.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.86% | 30.74%-27.9pp | 32.23%-29.4pp | 41.46%-38.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $30,000 | $5,550+440.5% | $4,871+515.9% | $5,287+467.4% |
| Admin fee / account holder | $21,976 | $15,560+41.2% | $13,028+68.7% | $10,133+116.9% |