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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 | $73,107-94.1% | $114,563-96.3% | $87,485-95.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | -0.27% | 19.47%-19.7pp | 241.09%-241.4pp | 26.06%-26.3pp |
| Employer contribution / active EE | $1,339 | $1,881-28.8% | $2,592-48.3% | $2,596-48.4% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,200 | $5,770-79.2% | $7,623-84.3% | $7,775-84.6% |