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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 | $9,061 | $100,895-91.0% | $90,430-90.0% | $158,950-94.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -5.84% | 1725.54%-1731.4pp | 1293.73%-1299.6pp | 302.91%-308.8pp |
| Employer contribution / active EE | $258 | $3,689-93.0% | $3,262-92.1% | $4,762-94.6% |
| Participant deferral / active EE | $442 | $4,347-89.8% | $3,963-88.9% | $5,983-92.6% |
| Admin fee / account holder | $1,851 | $6,505-71.5% | $5,613-67.0% | $11,248-83.5% |