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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 | $1,120 | $167,352-99.3% | $143,788-99.2% | $134,509-99.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.99% | 0.47%-25.5pp | -0.03%-25.0pp | 418.13%-443.1pp |
| Employer contribution / active EE | $1,364 | $5,620-75.7% | $4,952-72.5% | $4,741-71.2% |
| Participant deferral / active EE | $1,420 | $6,447-78.0% | $5,638-74.8% | $6,400-77.8% |
| Admin fee / account holder | $3,578 | $18,091-80.2% | $14,675-75.6% | $11,427-68.7% |