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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 | $4,995 | $82,674-94.0% | $125,381-96.0% | $68,486-92.7% |
| Participation rate | 84.8% | 75.1%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -26.71% | -5.97%-20.7pp | 572.31%-599.0pp | -7.85%-18.9pp |
| Employer contribution / active EE | $1,034 | $3,382-69.4% | $4,815-78.5% | $2,597-60.2% |
| Participant deferral / active EE | $2,256 | $6,111-63.1% | $7,448-69.7% | $4,028-44.0% |
| Admin fee / account holder | $559 | $6,277-91.1% | $10,007-94.4% | $5,404-89.7% |