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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 | $10,674 | $56,199-81.0% | $67,652-84.2% | $59,632-82.1% |
| Participation rate | 74.2% | 71.5%+2.7pp | 75.7%-1.5pp | 68.7%+5.5pp |
| Annual return | -4.67% | 18505.31%-18510.0pp | 6625.04%-6629.7pp | 2041.32%-2046.0pp |
| Employer contribution / active EE | $618 | $1,614-61.7% | $2,266-72.7% | $2,203-72.0% |
| Participant deferral / active EE | $881 | $2,844-69.0% | $3,560-75.3% | $3,192-72.4% |
| Admin fee / account holder | $867 | $3,958-78.1% | $4,821-82.0% | $4,297-79.8% |