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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 | $14,981 | $275,752-94.6% | $256,809-94.2% | $198,609-92.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | -21.04% | 34.81%-55.9pp | 32.73%-53.8pp | 202.70%-223.7pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,192 | $10,037-18.4% | $9,520-14.0% | $6,977+17.4% |
| Admin fee / account holder | $3,958 | $25,716-84.6% | $25,146-84.3% | $19,030-79.2% |