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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 | $5,833 | $92,219-93.7% | $76,768-92.4% | $135,379-95.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -18.85% | 5.46%-24.3pp | 2.43%-21.3pp | 519.79%-538.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,356 | $4,508-3.4% | $3,852+13.1% | $5,609-22.3% |
| Admin fee / account holder | $613 | $10,749-94.3% | $6,675-90.8% | $10,828-94.3% |