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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 | $5,968 | $111,785-94.7% | $93,669-93.6% | $145,877-95.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.80% | 203.79%-197.0pp | 133.59%-126.8pp | 551.28%-544.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,338 | $4,919-32.1% | $4,416-24.4% | $6,691-50.1% |
| Admin fee / account holder | $19,261 | $10,256+87.8% | $8,291+132.3% | $13,402+43.7% |