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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 | $6,933 | $101,672-93.2% | $147,117-95.3% | $74,478-90.7% |
| Participation rate | 88.0% | 75.5%+12.4pp | 82.2%+5.8pp | 67.2%+20.7pp |
| Annual return | -9.89% | 8757.83%-8767.7pp | 420.54%-430.4pp | 1370.56%-1380.5pp |
| Employer contribution / active EE | $1,013 | $3,813-73.4% | $4,932-79.5% | $2,626-61.4% |
| Participant deferral / active EE | $2,324 | $7,305-68.2% | $8,065-71.2% | $4,350-46.6% |
| Admin fee / account holder | $1,527 | $1,753-12.9% | $12,993-88.2% | $1,946-21.5% |