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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 | $2,707 | $94,752-97.1% | $112,887-97.6% | $139,427-98.1% |
| Participation rate | 81.3% | 81.3%0pp | 80.5%+0.7pp | 80.3%+0.9pp |
| Annual return | 5.97% | 40.88%-34.9pp | 34.10%-28.1pp | 373.27%-367.3pp |
| Employer contribution / active EE | $162 | $4,625-96.5% | $4,563-96.5% | $4,752-96.6% |
| Participant deferral / active EE | $2,430 | $6,512-62.7% | $6,513-62.7% | $6,711-63.8% |
| Admin fee / account holder | $6,458 | $8,527-24.3% | $7,047-8.4% | $11,404-43.4% |