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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 | $6,228 | $87,132-92.9% | $105,624-94.1% | $80,959-92.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -9.63% | 17.03%-26.7pp | 116.20%-125.8pp | 35.67%-45.3pp |
| Employer contribution / active EE | $1,691 | $2,397-29.4% | $3,168-46.6% | $2,757-38.7% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $860 | $8,449-89.8% | $10,961-92.2% | $6,925-87.6% |