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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 | $5,033 | $138,078-96.4% | $125,363-96.0% | $134,509-96.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.84% | 750.49%-778.3pp | 572.15%-600.0pp | 418.13%-446.0pp |
| Employer contribution / active EE | $839 | $5,245-84.0% | $4,815-82.6% | $4,741-82.3% |
| Participant deferral / active EE | $9,538 | $7,800+22.3% | $7,447+28.1% | $6,400+49.0% |
| Admin fee / account holder | $6,833 | $11,566-40.9% | $10,005-31.7% | $11,427-40.2% |