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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 | $8,771 | $82,674-89.4% | $125,363-93.0% | $68,495-87.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.63% | -5.97%-14.7pp | 572.15%-592.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $794 | $3,382-76.5% | $4,815-83.5% | $2,596-69.4% |
| Participant deferral / active EE | $2,286 | $6,111-62.6% | $7,447-69.3% | $4,028-43.2% |
| Admin fee / account holder | $12,104 | $6,276+92.9% | $10,005+21.0% | $5,403+124.0% |