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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 | $1,830 | $126,661-98.6% | $113,397-98.4% | $138,895-98.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | -49.31% | 25.05%-74.4pp | 23.20%-72.5pp | 145.39%-194.7pp |
| Employer contribution / active EE | $861 | $3,456-75.1% | $2,977-71.1% | $4,194-79.5% |
| Participant deferral / active EE | $1,406 | $5,693-75.3% | $5,076-72.3% | $6,396-78.0% |
| Admin fee / account holder | $908 | $14,549-93.8% | $11,957-92.4% | $12,562-92.8% |