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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 | $4,608 | $167,352-97.2% | $143,788-96.8% | $134,509-96.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -21.77% | 0.47%-22.2pp | -0.03%-21.7pp | 418.13%-439.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,158 | $6,447-51.0% | $5,638-44.0% | $6,400-50.7% |
| Admin fee / account holder | $382 | $18,091-97.9% | $14,675-97.4% | $11,427-96.7% |