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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 | $17,563 | $82,678-78.8% | $125,391-86.0% | $68,490-74.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.79% | -5.97%-13.8pp | 572.41%-592.2pp | -7.85%-11.9pp |
| Employer contribution / active EE | $969 | $3,382-71.3% | $4,816-79.9% | $2,597-62.7% |
| Participant deferral / active EE | $1,380 | $6,111-77.4% | $7,448-81.5% | $4,028-65.7% |
| Admin fee / account holder | $2,710 | $6,277-56.8% | $10,009-72.9% | $5,403-49.8% |