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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 | $4,278 | $63,703-93.3% | $93,063-95.4% | $82,448-94.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | -0.27% | -775.43%+775.2pp | 34.15%-34.4pp | 41.64%-41.9pp |
| Employer contribution / active EE | $1,339 | $1,729-22.5% | $2,476-45.9% | $2,551-47.5% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,200 | $5,982-79.9% | $6,033-80.1% | $7,234-83.4% |