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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 | $4,916 | $162,136-97.0% | $152,301-96.8% | $154,746-96.8% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 11.25% | 91.02%-79.8pp | 80.50%-69.2pp | 172.34%-161.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,485 | $8,341-58.2% | $8,004-56.5% | $6,730-48.2% |
| Admin fee / account holder | $6,615 | $15,759-58.0% | $14,398-54.1% | $14,365-54.0% |