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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 | $2,216 | $138,076-98.4% | $123,553-98.2% | $135,380-98.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -13.88% | 153.70%-167.6pp | 119.21%-133.1pp | 519.81%-533.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,867 | $6,800-43.1% | $6,426-39.8% | $5,609-31.1% |
| Admin fee / account holder | $504 | $10,917-95.4% | $9,284-94.6% | $10,828-95.3% |