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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 | $2,234 | $109,372-98.0% | $89,414-97.5% | $158,966-98.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -17.99% | 345.55%-363.5pp | 245.50%-263.5pp | 302.95%-320.9pp |
| Employer contribution / active EE | $1,100 | $3,171-65.3% | $2,586-57.5% | $4,762-76.9% |
| Participant deferral / active EE | $429 | $4,598-90.7% | $3,890-89.0% | $5,983-92.8% |
| Admin fee / account holder | $1,166 | $6,156-81.1% | $4,883-76.1% | $11,250-89.6% |