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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 | $2,734 | $114,013-97.6% | $103,693-97.4% | $155,188-98.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 0.21% | 49.31%-49.1pp | 47.61%-47.4pp | 148.84%-148.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,149 | $4,970-56.8% | $4,579-53.1% | $6,531-67.1% |
| Admin fee / account holder | $37,854 | $8,407+350.3% | $7,858+381.7% | $14,480+161.4% |