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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 | $3,244 | $57,352-94.3% | $83,831-96.1% | $64,173-94.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -15.73% | 11.38%-27.1pp | 850.99%-866.7pp | 7.63%-23.4pp |
| Employer contribution / active EE | $1,851 | $2,546-27.3% | $3,631-49.0% | $2,381-22.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,361 | $4,046-66.4% | $5,479-75.2% | $4,887-72.2% |