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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 | $6,068 | $85,171-92.9% | $172,752-96.5% | $72,975-91.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | -0.01% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,688 | $3,324-49.2% | $5,144-67.2% | $2,440-30.8% |
| Participant deferral / active EE | $291 | $3,260-91.1% | $5,198-94.4% | $3,608-91.9% |
| Admin fee / account holder | $710 | $5,880-87.9% | $13,955-94.9% | $5,124-86.1% |