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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 | $3,581 | $60,128-94.0% | $90,440-96.0% | $79,852-95.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 1.14% | 71.95%-70.8pp | 1294.38%-1293.2pp | 31.72%-30.6pp |
| Employer contribution / active EE | $740 | $2,068-64.2% | $3,263-77.3% | $2,471-70.1% |
| Participant deferral / active EE | $548 | $2,939-81.3% | $3,964-86.2% | $3,740-85.3% |
| Admin fee / account holder | $950 | $3,977-76.1% | $5,615-83.1% | $5,306-82.1% |