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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 | $10,439 | $142,392-92.7% | $119,622-91.3% | $134,532-92.2% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -24.26% | -12.46%-11.8pp | -14.98%-9.3pp | 418.27%-442.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,894 | $6,467-24.3% | $5,601-12.6% | $6,401-23.6% |
| Admin fee / account holder | $428 | $13,593-96.9% | $10,328-95.9% | $11,429-96.3% |