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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 | $10,762 | $45,152-76.2% | $73,836-85.4% | $59,633-82.0% |
| Participation rate | 76.8% | 64.0%+12.8pp | 73.4%+3.4pp | 68.7%+8.2pp |
| Annual return | -3.54% | 27.40%-30.9pp | 2268.06%-2271.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,310 | $1,901-31.1% | $2,787-53.0% | $2,203-40.5% |
| Participant deferral / active EE | $689 | $2,573-73.2% | $3,583-80.8% | $3,192-78.4% |
| Admin fee / account holder | $1,244 | $3,515-64.6% | $4,882-74.5% | $4,297-71.1% |