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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 | $4,155 | $44,984-90.8% | $85,009-95.1% | $74,546-94.4% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 11.14% | 26.25%-15.1pp | 66.47%-55.3pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,465 | $2,733+136.5% | $4,522+43.0% | $4,347+48.7% |
| Admin fee / account holder | $854 | $2,208-61.3% | $6,153-86.1% | $1,944-56.1% |