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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 | $7,489 | $95,915-92.2% | $79,580-90.6% | $134,532-94.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.21% | -2.71%-18.5pp | 0.15%-21.4pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,500 | $3,129-52.1% | $2,413-37.8% | $4,741-68.4% |
| Participant deferral / active EE | $996 | $4,693-78.8% | $3,985-75.0% | $6,401-84.4% |
| Admin fee / account holder | $2,321 | $9,132-74.6% | $6,835-66.0% | $11,429-79.7% |