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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 | $10,411 | $138,114-92.5% | $125,391-91.7% | $134,545-92.3% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -22.43% | 750.88%-773.3pp | 572.41%-594.8pp | 418.37%-440.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,367 | $7,801-18.4% | $7,448-14.5% | $6,401-0.5% |
| Admin fee / account holder | $913 | $11,570-92.1% | $10,009-90.9% | $11,431-92.0% |