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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 | $966 | $111,535-99.1% | $105,223-99.1% | $137,256-99.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 2.29% | 237.85%-235.6pp | 180.65%-178.4pp | 220.34%-218.0pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,237 | $5,500+67.9% | $5,072+82.1% | $6,407+44.2% |
| Admin fee / account holder | $92,777 | $9,721+854.4% | $8,859+947.3% | $12,270+656.1% |