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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 | $14,923 | $483,246-96.9% | $263,330-94.3% | $483,246-96.9% |
| Participation rate | 100.0% | 93.7%+6.3pp | 80.7%+19.3pp | 93.7%+6.3pp |
| Annual return | 0.97% | 24.97%-24.0pp | 13.50%-12.5pp | 24.97%-24.0pp |
| Employer contribution / active EE | $2,315 | $28,334-91.8% | $12,121-80.9% | $28,334-91.8% |
| Participant deferral / active EE | $0 | $7,967-100.0% | $3,701-100.0% | $7,967-100.0% |
| Admin fee / account holder | $18,792 | $20,852-9.9% | $4,928+281.4% | $20,852-9.9% |