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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 | $101,653-93.2% | $147,080-95.3% | $74,459-90.7% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.2%+5.8pp | 67.2%+20.7pp |
| Annual return | -9.89% | 8754.98%-8764.9pp | 420.17%-430.1pp | 1369.70%-1379.6pp |
| Employer contribution / active EE | $1,013 | $3,813-73.4% | $4,933-79.5% | $2,626-61.4% |
| Participant deferral / active EE | $2,324 | $7,304-68.2% | $8,066-71.2% | $4,350-46.6% |
| Admin fee / account holder | $1,527 | $1,752-12.8% | $12,989-88.2% | $1,945-21.5% |