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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 | $8,041 | $183,539-95.6% | $155,556-94.8% | $145,897-94.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -326.37% | 61.31%-387.7pp | 64.84%-391.2pp | 552.29%-878.7pp |
| Employer contribution / active EE | $646 | $5,315-87.8% | $4,675-86.2% | $4,663-86.1% |
| Participant deferral / active EE | $11,133 | $6,467+72.1% | $5,631+97.7% | $6,689+66.4% |
| Admin fee / account holder | $760 | $19,275-96.1% | $15,885-95.2% | $13,390-94.3% |