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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 | $1,987 | $142,358-98.6% | $119,615-98.3% | $134,493-98.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -24.80% | -12.46%-12.3pp | -14.98%-9.8pp | 418.01%-442.8pp |
| Employer contribution / active EE | $0 | $5,223-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,820 | $6,470-25.5% | $5,602-14.0% | $6,400-24.7% |
| Admin fee / account holder | $769 | $13,585-94.3% | $10,324-92.6% | $11,425-93.3% |