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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 | $20,803 | $87,059-76.1% | $105,608-80.3% | $80,925-74.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 8.34% | 17.05%-8.7pp | 116.50%-108.2pp | 35.65%-27.3pp |
| Employer contribution / active EE | $42 | $2,396-98.3% | $3,167-98.7% | $2,756-98.5% |
| Participant deferral / active EE | $2,731 | $3,986-31.5% | $5,010-45.5% | $4,299-36.5% |
| Admin fee / account holder | $6,030 | $8,443-28.6% | $11,028-45.3% | $6,940-13.1% |