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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 | $8,514 | $75,832-88.8% | $147,617-94.2% | $59,633-85.7% |
| Participation rate | 71.4% | 71.6%-0.1pp | 84.6%-13.2pp | 68.7%+2.8pp |
| Annual return | -5.43% | 0.37%-5.8pp | 61.98%-67.4pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $403 | $3,485-88.4% | $5,564-92.8% | $2,203-81.7% |
| Participant deferral / active EE | $515 | $3,131-83.6% | $4,895-89.5% | $3,192-83.9% |
| Admin fee / account holder | $1,730 | $5,986-71.1% | $11,612-85.1% | $4,297-59.7% |