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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 | $1,716 | $174,379-99.0% | $152,093-98.9% | $138,895-98.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -1.50% | 74.86%-76.4pp | 66.36%-67.9pp | 145.39%-146.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,823 | $6,159-70.4% | $5,451-66.6% | $6,396-71.5% |
| Admin fee / account holder | $524 | $16,880-96.9% | $14,497-96.4% | $12,562-95.8% |