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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 | $8,166 | $79,169-89.7% | $100,415-91.9% | $74,478-89.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | -42.33% | 20.51%-62.8pp | 49.47%-91.8pp | 1370.56%-1412.9pp |
| Employer contribution / active EE | $1,230 | $3,017-59.2% | $3,943-68.8% | $2,626-53.2% |
| Participant deferral / active EE | $1,619 | $7,751-79.1% | $8,091-80.0% | $4,350-62.8% |
| Admin fee / account holder | $662 | $1,337-50.5% | $7,906-91.6% | $1,946-66.0% |