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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 | $11,898 | $165,399-92.8% | $149,745-92.1% | $158,982-92.5% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | -0.32% | 348.34%-348.7pp | 276.72%-277.0pp | 302.99%-303.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,981 | $7,183-30.7% | $6,843-27.2% | $5,983-16.8% |
| Admin fee / account holder | $5,966 | $10,811-44.8% | $9,312-35.9% | $11,252-47.0% |