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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 | $1,320 | $174,379-99.2% | $152,093-99.1% | $138,895-99.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -18.70% | 74.86%-93.6pp | 66.36%-85.1pp | 145.39%-164.1pp |
| Employer contribution / active EE | $2,071 | $4,652-55.5% | $4,175-50.4% | $4,194-50.6% |
| Participant deferral / active EE | $546 | $6,159-91.1% | $5,451-90.0% | $6,396-91.5% |
| Admin fee / account holder | $1,236 | $16,880-92.7% | $14,497-91.5% | $12,562-90.2% |