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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 | $9,668 | $82,674-88.3% | $125,381-92.3% | $68,486-85.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.76% | -5.97%-13.8pp | 572.31%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $979 | $3,382-71.1% | $4,815-79.7% | $2,597-62.3% |
| Participant deferral / active EE | $2,362 | $6,111-61.3% | $7,448-68.3% | $4,028-41.4% |
| Admin fee / account holder | $2,704 | $6,277-56.9% | $10,007-73.0% | $5,404-50.0% |