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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 | $22,534 | $248,183-90.9% | $22,5340% | $248,183-90.9% |
| Participation rate | 100.0% | 45.9%+54.1pp | 100.0%0pp | 45.9%+54.1pp |
| Annual return | -60.01% | 10.21%-70.2pp | 5.21%-65.2pp | 10.21%-70.2pp |
| Employer contribution / active EE | $4,695 | $42,272-88.9% | $38,153-87.7% | $42,272-88.9% |
| Participant deferral / active EE | $5,019 | $121+4058.5% | $1,004+400.0% | $121+4058.5% |
| Admin fee / account holder | $21,840 | $13,518+61.6% | $21,8400% | $13,518+61.6% |