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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 | $2,896 | $100,938-97.1% | $90,461-96.8% | $158,982-98.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 2.53% | 1727.20%-1724.7pp | 1294.76%-1292.2pp | 302.99%-300.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $936 | $4,350-78.5% | $3,964-76.4% | $5,983-84.4% |
| Admin fee / account holder | $467 | $6,510-92.8% | $5,617-91.7% | $11,252-95.8% |