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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 | $3,441 | $169,361-98.0% | $129,397-97.3% | $145,877-97.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 6.39% | 14395.54%-14389.2pp | 9453.98%-9447.6pp | 551.28%-544.9pp |
| Employer contribution / active EE | $60 | $5,542-98.9% | $4,154-98.6% | $4,663-98.7% |
| Participant deferral / active EE | $800 | $4,987-84.0% | $4,167-80.8% | $6,691-88.0% |
| Admin fee / account holder | $849 | $9,903-91.4% | $7,679-88.9% | $13,402-93.7% |