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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 | $8,176 | $110,307-92.6% | $96,576-91.5% | $139,456-94.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -26.17% | 26.40%-52.6pp | 25.87%-52.0pp | 373.45%-399.6pp |
| Employer contribution / active EE | $1,934 | $3,619-46.6% | $2,965-34.8% | $4,753-59.3% |
| Participant deferral / active EE | $895 | $5,547-83.9% | $4,851-81.5% | $6,711-86.7% |
| Admin fee / account holder | $1,273 | $11,597-89.0% | $8,253-84.6% | $11,407-88.8% |