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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 | $3,986 | $107,666-96.3% | $102,184-96.1% | $154,746-97.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 5.77% | 29.33%-23.6pp | 31.58%-25.8pp | 172.34%-166.6pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,956 | $8,719-66.1% | $8,309-64.4% | $6,730-56.1% |
| Admin fee / account holder | $4,145 | $12,943-68.0% | $11,609-64.3% | $14,365-71.1% |