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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 | $8,742 | $167,352-94.8% | $143,788-93.9% | $134,509-93.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -21.67% | 0.47%-22.1pp | -0.03%-21.6pp | 418.13%-439.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,595 | $6,447-44.2% | $5,638-36.2% | $6,400-43.8% |
| Admin fee / account holder | $925 | $18,091-94.9% | $14,675-93.7% | $11,427-91.9% |