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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 | $6,341 | $39,798-84.1% | $67,704-90.6% | $59,633-89.4% |
| Participation rate | 81.4% | 57.4%+24.1pp | 67.5%+13.9pp | 68.7%+12.8pp |
| Annual return | -7.17% | 89.94%-97.1pp | 25.41%-32.6pp | 2041.45%-2048.6pp |
| Employer contribution / active EE | $4,567 | $1,393+227.8% | $2,559+78.4% | $2,203+107.3% |
| Participant deferral / active EE | $490 | $2,335-79.0% | $3,585-86.3% | $3,192-84.6% |
| Admin fee / account holder | $1,386 | $3,212-56.8% | $4,255-67.4% | $4,297-67.7% |