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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 | $11,300 | $99,345-88.6% | $84,753-86.7% | $273,972-95.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -15.39% | 22.93%-38.3pp | 22.78%-38.2pp | 41.46%-56.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,803 | $4,270-10.9% | $3,712+2.4% | $5,287-28.1% |
| Admin fee / account holder | $2,376 | $6,645-64.3% | $5,333-55.5% | $10,133-76.6% |