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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 | $4,536 | $69,012-93.4% | $160,037-97.2% | $68,490-93.4% |
| Participation rate | 77.8% | 65.4%+12.4pp | 78.0%-0.2pp | 67.9%+9.9pp |
| Annual return | -19.50% | -9.65%-9.9pp | 408.95%-428.5pp | -7.85%-11.6pp |
| Employer contribution / active EE | $801 | $2,212-63.8% | $4,226-81.1% | $2,597-69.2% |
| Participant deferral / active EE | $1,373 | $4,212-67.4% | $6,184-77.8% | $4,028-65.9% |
| Admin fee / account holder | $1,437 | $4,798-70.1% | $8,716-83.5% | $5,403-73.4% |