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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 | $8,588 | $56,197-84.7% | $67,652-87.3% | $59,633-85.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -3.03% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $757 | $1,615-53.1% | $2,266-66.6% | $2,203-65.6% |
| Participant deferral / active EE | $555 | $2,844-80.5% | $3,560-84.4% | $3,192-82.6% |
| Admin fee / account holder | $375 | $3,958-90.5% | $4,821-92.2% | $4,297-91.3% |