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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 | $3,295 | $96,731-96.6% | $123,973-97.3% | $86,983-96.2% |
| Participation rate | 96.6% | 70.0%+26.5pp | 76.7%+19.9pp | 69.5%+27.0pp |
| Annual return | -34.35% | 17.33%-51.7pp | 388.13%-422.5pp | 25.83%-60.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,469 | $4,152-16.4% | $5,247-33.9% | $4,194-17.3% |
| Admin fee / account holder | $1,513 | $8,722-82.7% | $11,799-87.2% | $7,856-80.7% |