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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 | $2,498 | $88,702-97.2% | $81,780-96.9% | $145,978-98.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -8.22% | 1029.12%-1037.3pp | 776.27%-784.5pp | 550.52%-558.7pp |
| Employer contribution / active EE | $854 | $3,084-72.3% | $2,914-70.7% | $4,662-81.7% |
| Participant deferral / active EE | $399 | $4,645-91.4% | $4,321-90.8% | $6,690-94.0% |
| Admin fee / account holder | $387 | $8,414-95.4% | $7,384-94.8% | $13,400-97.1% |