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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 | $9,286 | $138,102-93.3% | $125,381-92.6% | $134,532-93.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.53% | 750.73%-781.3pp | 572.31%-602.8pp | 418.27%-448.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,701 | $7,801-65.4% | $7,448-63.7% | $6,401-57.8% |
| Admin fee / account holder | $3,969 | $11,568-65.7% | $10,007-60.3% | $11,429-65.3% |