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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 | $2,948 | $52,279-94.4% | $89,400-96.7% | $79,858-96.3% |
| Participation rate | 85.3% | 57.5%+27.8pp | 68.0%+17.3pp | 69.6%+15.7pp |
| Annual return | -0.25% | 22.16%-22.4pp | 245.64%-245.9pp | 31.72%-32.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,202 | $2,740-56.1% | $3,890-69.1% | $3,740-67.9% |
| Admin fee / account holder | $2,629 | $3,356-21.7% | $4,882-46.1% | $5,306-50.4% |