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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 | $1,837 | $72,071-97.5% | $68,368-97.3% | $137,256-98.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -4.49% | 353.14%-357.6pp | 292.57%-297.1pp | 220.34%-224.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $914 | $4,410-79.3% | $4,123-77.8% | $6,407-85.7% |
| Admin fee / account holder | $338 | $5,336-93.7% | $5,150-93.4% | $12,270-97.2% |