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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 | $37,619 | $149,446-74.8% | $256,809-85.4% | $94,015-60.0% |
| Participation rate | 95.8% | 85.3%+10.5pp | 88.5%+7.3pp | 70.8%+25.0pp |
| Annual return | 3.65% | 17.55%-13.9pp | 32.73%-29.1pp | 17.84%-14.2pp |
| Employer contribution / active EE | $977 | $4,596-78.7% | $7,263-86.5% | $2,790-65.0% |
| Participant deferral / active EE | $3,343 | $6,491-48.5% | $9,520-64.9% | $4,249-21.3% |
| Admin fee / account holder | $4,989 | $24,035-79.2% | $25,146-80.2% | $8,951-44.3% |