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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 | $8,573 | $156,398-94.5% | $147,318-94.2% | $138,895-93.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 2.87% | 78.75%-75.9pp | 70.43%-67.6pp | 145.39%-142.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,227 | $8,237-36.5% | $7,906-33.9% | $6,396-18.3% |
| Admin fee / account holder | $451 | $14,976-97.0% | $13,708-96.7% | $12,562-96.4% |