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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 | $2,806 | $59,116-95.3% | $86,438-96.8% | $68,486-95.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -39.76% | -0.23%-39.5pp | 4397.19%-4436.9pp | -7.85%-31.9pp |
| Employer contribution / active EE | $1,723 | $2,519-31.6% | $3,769-54.3% | $2,597-33.7% |
| Participant deferral / active EE | $506 | $5,902-91.4% | $6,952-92.7% | $4,028-87.4% |
| Admin fee / account holder | $338 | $5,639-94.0% | $6,733-95.0% | $5,404-93.7% |