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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 | $20,009 | $87,060-77.0% | $105,591-81.1% | $80,911-75.3% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.3%+9.3pp | 67.6%+17.0pp |
| Annual return | 9.42% | 17.05%-7.6pp | 116.43%-107.0pp | 35.63%-26.2pp |
| Employer contribution / active EE | $211 | $2,396-91.2% | $3,166-93.3% | $2,756-92.3% |
| Participant deferral / active EE | $1,791 | $3,986-55.1% | $5,008-64.2% | $4,297-58.3% |
| Admin fee / account holder | $2,099 | $8,442-75.1% | $11,024-81.0% | $6,935-69.7% |