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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 | $3,378 | $127,387-97.3% | $115,038-97.1% | $125,389-97.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -11.42% | 31.28%-42.7pp | 26.14%-37.6pp | 282.24%-293.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,773 | $6,423-72.4% | $6,026-70.6% | $5,352-66.9% |
| Admin fee / account holder | $400 | $9,516-95.8% | $8,175-95.1% | $9,541-95.8% |