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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 | $5,270 | $209,425-97.5% | $178,499-97.0% | $158,966-96.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -18.10% | 188.80%-206.9pp | 151.10%-169.2pp | 302.95%-321.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,040 | $5,955-65.8% | $5,202-60.8% | $5,983-65.9% |
| Admin fee / account holder | $1,423 | $17,078-91.7% | $13,986-89.8% | $11,250-87.4% |