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Participant 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 | $7,021 | $64,324-89.1% | $118,914-94.1% | $79,856-91.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | -13.20% | 86.45%-99.7pp | 35.89%-49.1pp | 31.71%-44.9pp |
| Employer contribution / active EE | $513 | $1,836-72.1% | $3,264-84.3% | $2,471-79.2% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $326 | $4,040-91.9% | $6,582-95.0% | $5,306-93.8% |