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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 | $5,973 | $82,630-92.8% | $64,105-90.7% | $125,389-95.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.46% | 1489.72%-1495.2pp | 791.24%-796.7pp | 282.24%-287.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,511 | $3,608-30.4% | $2,822-11.0% | $5,352-53.1% |
| Admin fee / account holder | $705 | $6,382-89.0% | $4,499-84.3% | $9,541-92.6% |