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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 | $4,439 | $155,555-97.1% | $146,866-97.0% | $155,188-97.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 9.74% | 115.41%-105.7pp | 102.85%-93.1pp | 148.84%-139.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,936 | $8,044-26.2% | $7,759-23.5% | $6,531-9.1% |
| Admin fee / account holder | $4,617 | $14,755-68.7% | $13,620-66.1% | $14,480-68.1% |