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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 | $14,714 | $145,904-89.9% | $83,831-82.4% | - |
| Participation rate | 70.7% | 64.1%+6.6pp | 76.1%-5.4pp | - |
| Annual return | -11.44% | -3.19%-8.3pp | 850.99%-862.4pp | - |
| Employer contribution / active EE | $1,335 | $1,734-23.0% | $3,631-63.2% | - |
| Participant deferral / active EE | $2,670 | $2,760-3.2% | $4,082-34.6% | - |
| Admin fee / account holder | $1,232 | $8,727-85.9% | $5,479-77.5% | - |