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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 | $6,503 | $69,012-90.6% | $160,037-95.9% | $68,490-90.5% |
| Participation rate | 82.9% | 65.4%+17.5pp | 78.0%+4.9pp | 67.9%+15.0pp |
| Annual return | -20.28% | -9.65%-10.6pp | 408.95%-429.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,259 | $2,212-43.1% | $4,226-70.2% | $2,597-51.5% |
| Participant deferral / active EE | $1,091 | $4,212-74.1% | $6,184-82.4% | $4,028-72.9% |
| Admin fee / account holder | $2,412 | $4,798-49.7% | $8,716-72.3% | $5,403-55.4% |