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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 | $7,495 | $49,891-85.0% | $80,607-90.7% | $75,181-90.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 12.81% | 34.67%-21.9pp | 936.11%-923.3pp | 160.69%-147.9pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $490 | $2,991-83.6% | $4,448-89.0% | $4,126-88.1% |
| Admin fee / account holder | $949 | $3,578-73.5% | $5,379-82.4% | $5,650-83.2% |