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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 | $4,342 | $78,694-94.5% | $67,652-93.6% | $125,389-96.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -6.01% | 9.46%-15.5pp | 6625.40%-6631.4pp | 282.24%-288.3pp |
| Employer contribution / active EE | $6,593 | $3,044+116.6% | $2,266+191.0% | $4,866+35.5% |
| Participant deferral / active EE | $992 | $4,292-76.9% | $3,560-72.1% | $5,352-81.5% |
| Admin fee / account holder | $5,620 | $7,403-24.1% | $4,821+16.6% | $9,541-41.1% |