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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 | $10,471 | $185,312-94.3% | $161,489-93.5% | $154,746-93.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.29% | 103.84%-94.6pp | 89.72%-80.4pp | 172.34%-163.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,382 | $6,350+63.5% | $5,630+84.4% | $6,730+54.3% |
| Admin fee / account holder | $17,214 | $18,654-7.7% | $16,006+7.5% | $14,365+19.8% |