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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 | $6,795 | $110,307-93.8% | $96,576-93.0% | $139,456-95.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 2.52% | 26.40%-23.9pp | 25.87%-23.4pp | 373.45%-370.9pp |
| Employer contribution / active EE | $750 | $3,619-79.3% | $2,965-74.7% | $4,753-84.2% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $43,808 | $11,597+277.8% | $8,253+430.8% | $11,407+284.0% |