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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 | $5,046 | $115,917-95.6% | $100,535-95.0% | $158,982-96.8% |
| Participation rate | 70.0% | 81.6%-11.6pp | 79.4%-9.4pp | 82.0%-12.0pp |
| Annual return | 1.04% | 34.80%-33.8pp | 30.90%-29.9pp | 302.99%-301.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,244 | $6,677-66.4% | $6,271-64.2% | $5,983-62.5% |
| Admin fee / account holder | $439 | $11,002-96.0% | $8,085-94.6% | $11,252-96.1% |