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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 | $14,739 | $125,797-88.3% | $170,057-91.3% | $75,177-80.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -7.29% | 27.20%-34.5pp | 53.42%-60.7pp | 160.75%-168.0pp |
| Employer contribution / active EE | $1,105 | $4,616-76.1% | $6,790-83.7% | $2,671-58.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,444 | $8,177-82.3% | $12,826-88.7% | $5,651-74.4% |