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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 | $3,582 | $88,672-96.0% | $105,223-96.6% | $82,448-95.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 1.43% | 30.86%-29.4pp | 180.65%-179.2pp | 41.64%-40.2pp |
| Employer contribution / active EE | $55 | $3,048-98.2% | $3,689-98.5% | $2,551-97.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,744 | $7,146-75.6% | $8,859-80.3% | $7,234-75.9% |