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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 | $3,971 | $78,015-94.9% | $178,505-97.8% | $80,959-95.1% |
| Participation rate | 87.9% | 65.7%+22.2pp | 77.1%+10.8pp | 67.7%+20.2pp |
| Annual return | 10.28% | 18.10%-7.8pp | 27.16%-16.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $386 | $2,281-83.1% | $3,955-90.2% | $2,757-86.0% |
| Participant deferral / active EE | $2,018 | $4,406-54.2% | $6,280-67.9% | $4,300-53.1% |
| Admin fee / account holder | $711 | $7,160-90.1% | $10,428-93.2% | $6,925-89.7% |