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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 | $5,438 | $110,240-95.1% | $96,544-94.4% | $139,487-96.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -9.27% | 26.41%-35.7pp | 25.88%-35.1pp | 373.84%-383.1pp |
| Employer contribution / active EE | $2,325 | $3,622-35.8% | $2,966-21.6% | $4,755-51.1% |
| Participant deferral / active EE | $1,114 | $5,549-79.9% | $4,851-77.0% | $6,713-83.4% |
| Admin fee / account holder | $501 | $11,602-95.7% | $8,254-93.9% | $11,407-95.6% |