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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 | $9,819 | $167,522-94.1% | $151,639-93.5% | $134,532-92.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.84% | 7.81%-29.6pp | 3.34%-25.2pp | 418.27%-440.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,563 | $8,986-15.8% | $8,363-9.6% | $6,401+18.1% |
| Admin fee / account holder | $2,417 | $13,780-82.5% | $11,613-79.2% | $11,429-78.8% |