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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 | $2,009 | $82,678-97.6% | $125,391-98.4% | $68,490-97.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -28.82% | -5.97%-22.9pp | 572.41%-601.2pp | -7.85%-21.0pp |
| Employer contribution / active EE | $1,190 | $3,382-64.8% | $4,816-75.3% | $2,597-54.2% |
| Participant deferral / active EE | $1,238 | $6,111-79.7% | $7,448-83.4% | $4,028-69.3% |
| Admin fee / account holder | $317 | $6,277-94.9% | $10,009-96.8% | $5,403-94.1% |