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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 | $3,433 | $156,398-97.8% | $147,318-97.7% | $138,895-97.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 11.75% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,526 | $8,237-57.2% | $7,906-55.4% | $6,396-44.9% |
| Admin fee / account holder | $3,978 | $14,976-73.4% | $13,708-71.0% | $12,562-68.3% |