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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 | $15,122 | $78,694-80.8% | $67,652-77.6% | $125,389-87.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.38% | 9.46%-12.8pp | 6625.40%-6628.8pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,181 | $3,044-61.2% | $2,266-47.9% | $4,866-75.7% |
| Participant deferral / active EE | $467 | $4,292-89.1% | $3,560-86.9% | $5,352-91.3% |
| Admin fee / account holder | $2,693 | $7,403-63.6% | $4,821-44.1% | $9,541-71.8% |