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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 | $3,631 | $111,785-96.8% | $93,669-96.1% | $145,877-97.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.10% | 203.79%-196.7pp | 133.59%-126.5pp | 551.28%-544.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,473 | $4,919+11.3% | $4,416+23.9% | $6,691-18.2% |
| Admin fee / account holder | $1,072 | $10,256-89.5% | $8,291-87.1% | $13,402-92.0% |