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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 | $8,011 | $97,761-91.8% | $83,850-90.4% | $135,382-94.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -10.81% | 1287.44%-1298.3pp | 850.92%-861.7pp | 519.77%-530.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,717 | $4,682-20.6% | $4,082-8.9% | $5,609-33.7% |
| Admin fee / account holder | $378 | $6,674-94.3% | $5,478-93.1% | $10,829-96.5% |