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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 | $4,548 | $154,228-97.1% | $145,433-96.9% | $137,256-96.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.32% | 74.59%-68.3pp | 66.58%-60.3pp | 220.34%-214.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,429 | $8,216-21.7% | $7,897-18.6% | $6,407+0.4% |
| Admin fee / account holder | $7,798 | $14,344-45.6% | $13,129-40.6% | $12,270-36.4% |