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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 | $12,138 | $127,096-90.4% | $105,736-88.5% | $135,380-91.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.46% | 4.49%-13.0pp | 6.27%-14.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $3,840 | $4,107-6.5% | $3,268+17.5% | $4,779-19.7% |
| Participant deferral / active EE | $868 | $5,064-82.9% | $4,080-78.7% | $5,609-84.5% |
| Admin fee / account holder | $804 | $9,087-91.1% | $6,913-88.4% | $10,828-92.6% |