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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 | $3,740 | $87,546-95.7% | $75,784-95.1% | $125,389-97.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -24.62% | 13.49%-38.1pp | 9.68%-34.3pp | 282.24%-306.9pp |
| Employer contribution / active EE | $6,752 | $3,930+71.8% | $3,323+103.2% | $4,866+38.7% |
| Participant deferral / active EE | $122 | $4,230-97.1% | $3,652-96.7% | $5,352-97.7% |
| Admin fee / account holder | $1,398 | $6,503-78.5% | $5,300-73.6% | $9,541-85.3% |