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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 | $4,030 | $57,350-93.0% | $83,850-95.2% | $64,181-93.7% |
| Participation rate | 76.0% | 68.6%+7.4pp | 76.1%-0.1pp | 69.6%+6.4pp |
| Annual return | -16.13% | 11.38%-27.5pp | 850.92%-867.1pp | 7.63%-23.8pp |
| Employer contribution / active EE | $7,854 | $2,545+208.6% | $3,631+116.3% | $2,381+229.9% |
| Participant deferral / active EE | $212 | $2,993-92.9% | $4,082-94.8% | $3,470-93.9% |
| Admin fee / account holder | $2,112 | $4,046-47.8% | $5,478-61.4% | $4,887-56.8% |