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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 | $3,020 | $106,864-97.2% | $147,318-98.0% | $82,637-96.3% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.1%+1.3pp | 68.1%+15.3pp |
| Annual return | -12.98% | 27.49%-40.5pp | 70.43%-83.4pp | 53.51%-66.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,650 | $6,496-59.2% | $7,906-66.5% | $4,126-35.8% |
| Admin fee / account holder | $797 | $8,415-90.5% | $13,708-94.2% | $7,339-89.1% |