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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 | $9,799 | $162,821-94.0% | $133,978-92.7% | $158,982-93.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -4.59% | 41.95%-46.5pp | 45.10%-49.7pp | 302.99%-307.6pp |
| Employer contribution / active EE | $490 | $4,976-90.1% | $3,919-87.5% | $4,763-89.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,607 | $11,742-86.3% | $8,930-82.0% | $11,252-85.7% |