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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 | $5,479 | $142,392-96.2% | $119,622-95.4% | $134,532-95.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.45% | -12.46%-8.0pp | -14.98%-5.5pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,236 | $5,224-76.3% | $4,232-70.8% | $4,741-73.9% |
| Participant deferral / active EE | $1,908 | $6,467-70.5% | $5,601-65.9% | $6,401-70.2% |
| Admin fee / account holder | $1,201 | $13,593-91.2% | $10,328-88.4% | $11,429-89.5% |