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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 | $5,484 | $167,353-96.7% | $143,797-96.2% | $134,545-95.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.13% | 0.48%-21.6pp | -0.04%-21.1pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,182 | $5,620-79.0% | $4,952-76.1% | $4,742-75.1% |
| Participant deferral / active EE | $1,859 | $6,447-71.2% | $5,638-67.0% | $6,401-71.0% |
| Admin fee / account holder | $2,787 | $18,096-84.6% | $14,679-81.0% | $11,431-75.6% |