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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 | $9,244 | $107,666-91.4% | $102,184-91.0% | $154,746-94.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 11.37% | 29.33%-18.0pp | 31.58%-20.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,618 | $8,719-1.2% | $8,309+3.7% | $6,730+28.0% |
| Admin fee / account holder | $1,576 | $12,943-87.8% | $11,609-86.4% | $14,365-89.0% |