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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 | $1,572 | $201,259-99.2% | $184,200-99.1% | $145,959-98.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -40.30% | 28.98%-69.3pp | 28.80%-69.1pp | 561.95%-602.3pp |
| Employer contribution / active EE | $1,175 | $7,018-83.3% | $6,424-81.7% | $4,661-74.8% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $359 | $16,372-97.8% | $13,907-97.4% | $13,398-97.3% |