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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 | $14,790 | $56,197-73.7% | $67,652-78.1% | $59,633-75.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -14.39% | 18508.10%-18522.5pp | 6625.40%-6639.8pp | 2041.45%-2055.8pp |
| Employer contribution / active EE | $770 | $1,615-52.3% | $2,266-66.0% | $2,203-65.0% |
| Participant deferral / active EE | $540 | $2,844-81.0% | $3,560-84.8% | $3,192-83.1% |
| Admin fee / account holder | $1,288 | $3,958-67.4% | $4,821-73.3% | $4,297-70.0% |