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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 | $7,882 | $124,336-93.7% | $111,303-92.9% | $167,518-95.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | -58.32% | 37.45%-95.8pp | 54.66%-113.0pp | 478.71%-537.0pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,456 | $5,181+5.3% | $4,487+21.6% | $6,342-14.0% |
| Admin fee / account holder | $4,296 | $10,623-59.6% | $7,966-46.1% | $12,312-65.1% |