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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 | $3,438 | $174,379-98.0% | $152,093-97.7% | $138,895-97.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -51.57% | 74.86%-126.4pp | 66.36%-117.9pp | 145.39%-197.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,054 | $6,159-50.4% | $5,451-44.0% | $6,396-52.3% |
| Admin fee / account holder | $669 | $16,880-96.0% | $14,497-95.4% | $12,562-94.7% |