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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 | $78,976-89.7% | $100,383-91.9% | $74,546-89.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | -42.33% | 20.62%-62.9pp | 49.26%-91.6pp | 1366.03%-1408.4pp |
| Employer contribution / active EE | $1,230 | $3,019-59.3% | $3,944-68.8% | $2,624-53.1% |
| Participant deferral / active EE | $1,619 | $7,758-79.1% | $8,086-80.0% | $4,347-62.7% |
| Admin fee / account holder | $662 | $1,330-50.2% | $7,900-91.6% | $1,944-65.9% |