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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 | $7,304 | $167,522-95.6% | $151,639-95.2% | $134,532-94.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.23% | 7.81%-32.0pp | 3.34%-27.6pp | 418.27%-442.5pp |
| Employer contribution / active EE | $2,101 | $6,828-69.2% | $6,165-65.9% | $4,741-55.7% |
| Participant deferral / active EE | $3,103 | $8,986-65.5% | $8,363-62.9% | $6,401-51.5% |
| Admin fee / account holder | $1,424 | $13,780-89.7% | $11,613-87.7% | $11,429-87.5% |