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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 | $6,963 | $82,678-91.6% | $125,391-94.4% | $68,490-89.8% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -19.80% | -5.97%-13.8pp | 572.41%-592.2pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,871 | $3,382-44.7% | $4,816-61.2% | $2,597-28.0% |
| Participant deferral / active EE | $2,110 | $6,111-65.5% | $7,448-71.7% | $4,028-47.6% |
| Admin fee / account holder | $303 | $6,277-95.2% | $10,009-97.0% | $5,403-94.4% |