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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 | $11,986 | $82,674-85.5% | $125,381-90.4% | $68,486-82.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.23% | -5.97%-14.3pp | 572.31%-592.5pp | -7.85%-12.4pp |
| Employer contribution / active EE | $923 | $3,382-72.7% | $4,815-80.8% | $2,597-64.5% |
| Participant deferral / active EE | $1,705 | $6,111-72.1% | $7,448-77.1% | $4,028-57.7% |
| Admin fee / account holder | $2,463 | $6,277-60.8% | $10,007-75.4% | $5,404-54.4% |