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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 | $12,786 | $97,761-86.9% | $83,850-84.8% | $135,382-90.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -15.11% | 1287.44%-1302.6pp | 850.92%-866.0pp | 519.77%-534.9pp |
| Employer contribution / active EE | $2,127 | $4,222-49.6% | $3,631-41.4% | $4,779-55.5% |
| Participant deferral / active EE | $538 | $4,682-88.5% | $4,082-86.8% | $5,609-90.4% |
| Admin fee / account holder | $2,400 | $6,674-64.0% | $5,478-56.2% | $10,829-77.8% |