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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 | $4,068 | $90,509-95.5% | $78,693-94.8% | $273,968-98.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | -10.76% | 75.61%-86.4pp | 62.18%-72.9pp | 41.45%-52.2pp |
| Employer contribution / active EE | $10 | $3,175-99.7% | $2,850-99.6% | $4,869-99.8% |
| Participant deferral / active EE | $1,014 | $3,901-74.0% | $3,517-71.2% | $5,287-80.8% |
| Admin fee / account holder | $592 | $5,264-88.8% | $4,511-86.9% | $10,132-94.2% |