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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 | $2,239 | $201,372-98.9% | $184,260-98.8% | $145,884-98.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.10% | 29.04%-20.9pp | 28.84%-20.7pp | 551.85%-543.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,139 | $9,808-37.4% | $9,133-32.8% | $6,690-8.2% |
| Admin fee / account holder | $25,845 | $16,362+58.0% | $13,898+86.0% | $13,392+93.0% |