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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 | $18,434 | $93,346-80.3% | $71,796-74.3% | $273,972-93.3% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | -5.21% | 130.39%-135.6pp | 78.04%-83.3pp | 41.46%-46.7pp |
| Employer contribution / active EE | $719 | $2,733-73.7% | $1,924-62.7% | $4,869-85.2% |
| Participant deferral / active EE | $719 | $3,475-79.3% | $2,794-74.3% | $5,287-86.4% |
| Admin fee / account holder | $16,873 | $6,571+156.8% | $4,815+250.4% | $10,133+66.5% |