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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 | $7,068 | $45,152-84.3% | $73,836-90.4% | $59,633-88.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -4.34% | 27.40%-31.7pp | 2268.06%-2272.4pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $221 | $1,901-88.4% | $2,787-92.1% | $2,203-90.0% |
| Participant deferral / active EE | $617 | $2,573-76.0% | $3,583-82.8% | $3,192-80.7% |
| Admin fee / account holder | $1,282 | $3,515-63.5% | $4,882-73.7% | $4,297-70.2% |