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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 | $3,895 | $53,546-92.7% | $69,890-94.4% | $68,490-94.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -24.36% | -13.87%-10.5pp | 190.84%-215.2pp | -7.85%-16.5pp |
| Employer contribution / active EE | $1,367 | $2,019-32.3% | $2,560-46.6% | $2,597-47.3% |
| Participant deferral / active EE | $309 | $2,957-89.5% | $3,848-92.0% | $4,028-92.3% |
| Admin fee / account holder | $584 | $4,693-87.6% | $6,267-90.7% | $5,403-89.2% |