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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 | $9,348 | $82,678-88.7% | $125,391-92.5% | $68,490-86.4% |
| Participation rate | 92.9% | 75.1%+17.9pp | 82.4%+10.6pp | 67.9%+25.0pp |
| Annual return | -23.25% | -5.97%-17.3pp | 572.41%-595.7pp | -7.85%-15.4pp |
| Employer contribution / active EE | $915 | $3,382-72.9% | $4,816-81.0% | $2,597-64.8% |
| Participant deferral / active EE | $2,531 | $6,111-58.6% | $7,448-66.0% | $4,028-37.2% |
| Admin fee / account holder | $509 | $6,277-91.9% | $10,009-94.9% | $5,403-90.6% |