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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 | $5,955 | $90,486-93.4% | $78,676-92.4% | $273,972-97.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.60% | 75.62%-79.2pp | 62.19%-65.8pp | 41.46%-45.1pp |
| Employer contribution / active EE | $2,486 | $3,175-21.7% | $2,850-12.8% | $4,869-48.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $755 | $5,263-85.7% | $4,510-83.3% | $10,133-92.5% |