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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 | $6,891 | $75,962-90.9% | $154,111-95.5% | $64,173-89.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -11.02% | 30.32%-41.3pp | 735.18%-746.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $822 | $3,350-75.5% | $5,298-84.5% | $2,381-65.5% |
| Participant deferral / active EE | $696 | $3,175-78.1% | $5,081-86.3% | $3,470-79.9% |
| Admin fee / account holder | $501 | $5,589-91.0% | $13,411-96.3% | $4,887-89.7% |