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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 | $14,894 | $197,819-92.5% | $155,789-90.4% | $125,389-88.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -10.26% | 86.73%-97.0pp | 71.54%-81.8pp | 282.24%-292.5pp |
| Employer contribution / active EE | $28 | $4,850-99.4% | $3,839-99.3% | $4,866-99.4% |
| Participant deferral / active EE | $945 | $5,631-83.2% | $4,798-80.3% | $5,352-82.3% |
| Admin fee / account holder | $4,181 | $9,544-56.2% | $7,477-44.1% | $9,541-56.2% |