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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 | $8,129 | $85,171-90.5% | $172,752-95.3% | $72,975-88.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.66% | 27.32%-23.7pp | 802.97%-799.3pp | 81.01%-77.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $980 | $3,260-70.0% | $5,198-81.2% | $3,608-72.8% |
| Admin fee / account holder | $349 | $5,880-94.1% | $13,955-97.5% | $5,124-93.2% |