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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 | $4,536 | $102,429-95.6% | $147,096-96.9% | $80,925-94.4% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.7%+28.1pp |
| Annual return | -26.81% | 135.02%-161.8pp | 419.75%-446.6pp | 35.65%-62.5pp |
| Employer contribution / active EE | $1,821 | $3,716-51.0% | $4,936-63.1% | $2,756-33.9% |
| Participant deferral / active EE | $2,563 | $6,649-61.4% | $8,071-68.2% | $4,299-40.4% |
| Admin fee / account holder | $3,253 | $7,957-59.1% | $13,005-75.0% | $6,940-53.1% |