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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 | $9,657 | $75,935-87.3% | $60,547-84.0% | $125,389-92.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -6.43% | -5.38%-1.1pp | 335.64%-342.1pp | 282.24%-288.7pp |
| Employer contribution / active EE | $1,745 | $3,438-49.2% | $2,419-27.9% | $4,866-64.1% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,548 | $6,768-62.4% | $4,536-43.8% | $9,541-73.3% |