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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 | $11,147 | $60,119-81.5% | $90,430-87.7% | $79,858-86.0% |
| Participation rate | 79.3% | 65.0%+14.3pp | 72.7%+6.6pp | 69.6%+9.7pp |
| Annual return | -8.91% | 71.94%-80.8pp | 1293.73%-1302.6pp | 31.72%-40.6pp |
| Employer contribution / active EE | $832 | $2,068-59.8% | $3,262-74.5% | $2,471-66.3% |
| Participant deferral / active EE | $77 | $2,938-97.4% | $3,963-98.1% | $3,740-97.9% |
| Admin fee / account holder | $351 | $3,976-91.2% | $5,613-93.8% | $5,306-93.4% |