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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 | $6,994 | $156,398-95.5% | $147,318-95.3% | $138,895-95.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.33% | 78.75%-72.4pp | 70.43%-64.1pp | 145.39%-139.1pp |
| Employer contribution / active EE | $502 | $4,853-89.6% | $4,593-89.1% | $4,194-88.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $325 | $14,976-97.8% | $13,708-97.6% | $12,562-97.4% |