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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 | $2,797 | $99,053-97.2% | $88,179-96.8% | $138,895-98.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 1.04% | 78.17%-77.1pp | 64.97%-63.9pp | 145.39%-144.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,726 | $5,225-67.0% | $4,614-62.6% | $6,396-73.0% |
| Admin fee / account holder | $466 | $8,748-94.7% | $7,673-93.9% | $12,562-96.3% |