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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 | $1,199 | $72,426-98.3% | $67,560-98.2% | $145,897-99.2% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.7pp | 80.3%+11.4pp |
| Annual return | 4.78% | 7226.78%-7222.0pp | 3533.50%-3528.7pp | 552.29%-547.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,593 | $4,785-66.7% | $4,004-60.2% | $6,689-76.2% |
| Admin fee / account holder | $379 | $5,514-93.1% | $3,994-90.5% | $13,390-97.2% |