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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 | $4,631 | $155,555-97.0% | $146,866-96.8% | $155,188-97.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 6.20% | 115.41%-109.2pp | 102.85%-96.7pp | 148.84%-142.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,799 | $8,044+84.0% | $7,759+90.7% | $6,531+126.6% |
| Admin fee / account holder | $18,510 | $14,755+25.4% | $13,620+35.9% | $14,480+27.8% |