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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 | $7,897 | $78,694-90.0% | $67,653-88.3% | $125,388-93.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.29% | 9.46%-14.7pp | 6625.22%-6630.5pp | 282.24%-287.5pp |
| Employer contribution / active EE | $2,059 | $3,044-32.4% | $2,266-9.1% | $4,866-57.7% |
| Participant deferral / active EE | $813 | $4,292-81.1% | $3,560-77.2% | $5,352-84.8% |
| Admin fee / account holder | $1,601 | $7,403-78.4% | $4,821-66.8% | $9,541-83.2% |