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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 | $8,954 | $92,219-90.3% | $76,767-88.3% | $135,380-93.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.70% | 5.46%-15.2pp | 2.43%-12.1pp | 519.81%-529.5pp |
| Employer contribution / active EE | $4,550 | $3,216+41.5% | $2,485+83.1% | $4,779-4.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,550 | $10,749-85.6% | $6,675-76.8% | $10,828-85.7% |