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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 | $4,377 | $81,276-94.6% | $155,574-97.2% | $80,925-94.6% |
| Participation rate | 98.4% | 66.2%+32.1pp | 78.2%+20.1pp | 67.7%+30.7pp |
| Annual return | 9.43% | 33.36%-23.9pp | 64.87%-55.4pp | 35.65%-26.2pp |
| Employer contribution / active EE | $209 | $3,103-93.3% | $4,676-95.5% | $2,756-92.4% |
| Participant deferral / active EE | $1,006 | $3,453-70.9% | $5,629-82.1% | $4,299-76.6% |
| Admin fee / account holder | $2,018 | $7,993-74.8% | $15,914-87.3% | $6,940-70.9% |