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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 | $10,246 | $53,128-80.7% | $86,582-88.2% | $70,126-85.4% |
| Participation rate | 82.9% | 65.3%+17.6pp | 73.5%+9.3pp | 69.5%+13.3pp |
| Annual return | 12.38% | 27.66%-15.3pp | 965.08%-952.7pp | 73.15%-60.8pp |
| Employer contribution / active EE | $110 | $2,068-94.7% | $2,839-96.1% | $2,343-95.3% |
| Participant deferral / active EE | $829 | $2,695-69.3% | $3,609-77.0% | $3,332-75.1% |
| Admin fee / account holder | $1,668 | $3,584-53.5% | $4,904-66.0% | $4,645-64.1% |