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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 | $10,530 | $138,102-92.4% | $125,381-91.6% | $134,532-92.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.08% | 750.73%-772.8pp | 572.31%-594.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,591 | $7,801-2.7% | $7,448+1.9% | $6,401+18.6% |
| Admin fee / account holder | $1,402 | $11,568-87.9% | $10,007-86.0% | $11,429-87.7% |