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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 | $4,733 | $162,136-97.1% | $152,301-96.9% | $154,746-96.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.83% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,909 | $8,341-65.1% | $8,004-63.7% | $6,730-56.8% |
| Admin fee / account holder | $936 | $15,759-94.1% | $14,398-93.5% | $14,365-93.5% |