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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 | $1,629 | $167,353-99.0% | $143,797-98.9% | $134,545-98.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.17% | 0.48%-20.6pp | -0.04%-20.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $757 | $5,620-86.5% | $4,952-84.7% | $4,742-84.0% |
| Participant deferral / active EE | $2,369 | $6,447-63.3% | $5,638-58.0% | $6,401-63.0% |
| Admin fee / account holder | $1,492 | $18,096-91.8% | $14,679-89.8% | $11,431-86.9% |