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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 | $842 | $72,446-98.8% | $67,561-98.8% | $145,877-99.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.79% | 7211.98%-7203.2pp | 3525.44%-3516.7pp | 551.28%-542.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,093 | $4,785-56.3% | $4,003-47.7% | $6,691-68.7% |
| Admin fee / account holder | $5,084 | $5,541-8.3% | $4,006+26.9% | $13,402-62.1% |