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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 | $7,553 | $82,674-90.9% | $125,363-94.0% | $68,495-89.0% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -19.42% | -5.97%-13.5pp | 572.15%-591.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $809 | $3,382-76.1% | $4,815-83.2% | $2,596-68.8% |
| Participant deferral / active EE | $2,326 | $6,111-61.9% | $7,447-68.8% | $4,028-42.2% |
| Admin fee / account holder | $5,595 | $6,276-10.9% | $10,005-44.1% | $5,403+3.5% |