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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 | $6,946 | $140,592-95.1% | $123,105-94.4% | $125,389-94.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -8.59% | 16.80%-25.4pp | 13.22%-21.8pp | 282.24%-290.8pp |
| Employer contribution / active EE | $2,710 | $6,041-55.1% | $5,151-47.4% | $4,866-44.3% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $627 | $11,198-94.4% | $9,014-93.0% | $9,541-93.4% |