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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 | $277 | $160,028-99.8% | $147,080-99.8% | $145,884-99.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.30% | 98.60%-98.3pp | 420.17%-419.9pp | 551.85%-551.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,466 | $8,422-23.2% | $8,066-19.8% | $6,690-3.3% |
| Admin fee / account holder | $47,764 | $15,030+217.8% | $12,989+267.7% | $13,392+256.7% |