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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 | $11,512 | $88,583-87.0% | $88,497-87.0% | $273,972-95.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | -2.94% | 5.68%-8.6pp | 7.63%-10.6pp | 41.46%-44.4pp |
| Employer contribution / active EE | $1,708 | $4,502-62.1% | $4,036-57.7% | $4,869-64.9% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $624 | $8,980-93.1% | $6,220-90.0% | $10,133-93.8% |