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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 | $6,226 | $57,352-89.1% | $83,830-92.6% | $64,173-90.3% |
| Participation rate | 96.3% | 68.6%+27.7pp | 76.1%+20.2pp | 69.6%+26.7pp |
| Annual return | -11.47% | 11.38%-22.9pp | 850.97%-862.4pp | 7.63%-19.1pp |
| Employer contribution / active EE | $2,991 | $2,546+17.5% | $3,631-17.6% | $2,381+25.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,050 | $4,046-49.3% | $5,479-62.6% | $4,887-58.1% |