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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 | $5,158 | $87,544-94.1% | $75,784-93.2% | $125,388-95.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -9.35% | 13.49%-22.8pp | 9.68%-19.0pp | 282.24%-291.6pp |
| Employer contribution / active EE | $6,127 | $3,930+55.9% | $3,323+84.4% | $4,866+25.9% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,063 | $6,502-83.7% | $5,300-79.9% | $9,541-88.9% |