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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 | $8,891 | $154,228-94.2% | $145,433-93.9% | $137,256-93.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.93% | 74.59%-71.7pp | 66.58%-63.6pp | 220.34%-217.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,261 | $8,216-36.0% | $7,897-33.4% | $6,407-17.9% |
| Admin fee / account holder | $528 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |