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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 | $3,190 | $185,312-98.3% | $161,489-98.0% | $154,746-97.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -77.04% | 103.84%-180.9pp | 89.72%-166.8pp | 172.34%-249.4pp |
| Employer contribution / active EE | $6,551 | $4,769+37.4% | $4,268+53.5% | $4,379+49.6% |
| Participant deferral / active EE | $1,578 | $6,350-75.2% | $5,630-72.0% | $6,730-76.6% |
| Admin fee / account holder | $513 | $18,654-97.2% | $16,006-96.8% | $14,365-96.4% |