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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 | $6,738 | $60,139-88.8% | $90,461-92.6% | $79,856-91.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.92% | 71.96%-62.0pp | 1294.76%-1284.8pp | 31.71%-21.8pp |
| Employer contribution / active EE | $233 | $2,069-88.7% | $3,264-92.9% | $2,471-90.6% |
| Participant deferral / active EE | $457 | $2,939-84.5% | $3,964-88.5% | $3,741-87.8% |
| Admin fee / account holder | $2,369 | $3,978-40.5% | $5,617-57.8% | $5,306-55.4% |