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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 | $3,799 | $100,970-96.2% | $96,576-96.1% | $137,256-97.2% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 5.72% | 38.16%-32.4pp | 38.47%-32.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,197 | $8,286-13.1% | $7,956-9.5% | $6,407+12.3% |
| Admin fee / account holder | $11,102 | $11,312-1.9% | $11,381-2.5% | $12,270-9.5% |