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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 | $8,932 | $45,152-80.2% | $73,845-87.9% | $59,632-85.0% |
| Participation rate | 88.9% | 64.0%+24.9pp | 73.4%+15.4pp | 68.7%+20.2pp |
| Annual return | -3.28% | 27.40%-30.7pp | 2267.91%-2271.2pp | 2041.32%-2044.6pp |
| Employer contribution / active EE | $1,506 | $1,902-20.8% | $2,788-46.0% | $2,203-31.6% |
| Participant deferral / active EE | $210 | $2,574-91.8% | $3,583-94.1% | $3,192-93.4% |
| Admin fee / account holder | $2,088 | $3,516-40.6% | $4,881-57.2% | $4,297-51.4% |