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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 | $79,089-89.7% | $100,392-91.9% | $74,459-89.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | -42.33% | 20.61%-62.9pp | 49.45%-91.8pp | 1369.70%-1412.0pp |
| Employer contribution / active EE | $1,230 | $3,015-59.2% | $3,941-68.8% | $2,626-53.2% |
| Participant deferral / active EE | $1,619 | $7,747-79.1% | $8,090-80.0% | $4,350-62.8% |
| Admin fee / account holder | $662 | $1,336-50.4% | $7,904-91.6% | $1,945-66.0% |